FoundationsMAD Academy0:46Taxes

Not Every Dividend Is Taxed the Same

Qualified dividends get preferential rates if a holding-period test is met, and several common income types never qualify at all.

0:46 · 6 scenes

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What the Lesson Covers

  1. 0:00Two dividends of the same size can be taxed at very different rates.
  2. 0:05The test. A qualifying issuer, and a holding period around the ex-dividend date.
  3. 0:14What never qualifies. REIT distributions, most interest, and payments in lieu when shares were lent.
  4. 0:24The lending trap. If your shares were on loan, the payment is a substitute and loses the treatment.
  5. 0:33Where it is disclosed. Your year-end tax form separates qualified from ordinary dividends explicitly.
  6. 0:41Check the qualified portion, and check whether shares were lent.
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Educational content only. MadStockAlerts provides market commentary, research, and educational content. It is not personalized investment advice, and nothing here is a recommendation to buy or sell any security. Trading and investing involve substantial risk, including loss of capital. See the Risk Disclosure and Customer Agreement.
Educational content only. MadStockAlerts provides market commentary, research, and educational content. It is not personalized investment advice, and nothing here is a recommendation to buy or sell any security. Trading and investing involve substantial risk, including loss of capital. See the Risk Disclosure and Customer Agreement.
Not Every Dividend Is Taxed the Same — MAD Academy Training Video · MadStockAlerts