
Recent Updates
Tax
Information
Form 1099-DIV
Taxable distributions are reported to you on IRS Form 1099-DIV. The tax character of these distributions as a percent of each total distribution is listed in the table below:
1099 BOX | 1A | 1B | 2A | 2B | 3 | 5 |
Year | Total Ordinary Dividends | Qualified Dividends | Capital Gains | Unrecaptured §1250 Gain | Return of Capital | §199A Dividends – Non-Qualified |
2024 | 0.00% | 0.00% | 0.00% | 0.00% | 100% | 0.00% |
2023 | 0.00% | 0.00% | 0.00% | 0.00% | 100% | 0.00% |
2022 | 0.00% | 0.00% | 0.00% | 0.00% | 100% | 0.00% |
2021 | 0.00% | 0.00% | 0.00% | 0.00% | 100% | 0.00% |
2020 | 0.00% | 0.00% | 0.00% | 0.00% | 100% | 0.00% |
2019 | 7.95% | 0.00% | 0.00% | 0.00% | 92.05% | 0.00% |