How to Report Qualified Dividends

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Tip 1 - How Dividends Are Taxed and Reported on Tax Returns

Published: 9 years, 5 month(s) ago | Submitted by dudaman 90 | permalink

Dividends generated by investments in stocks and mutual funds are taxable income. Sometimes they are taxed at ordinary tax rates, and sometimes at the lower capital gains tax rates. Find out when you need to fill out Schedule B, and how to get information from Form 1099-DIV to Form 1040.

For further reading: http://taxes.about.com/od/income/qt/dividend_income.htm ^[1]

Tip 2 - Qualified Dividends - Fidelity

Published: 9 years, 5 month(s) ago | Submitted by Will Gorman | permalink

Since 2003, certain dividends known as qualified dividends have been subject to the same tax rates as long-term capital gains, which are lower than rates for ordinary income.
Tags: qualified dividends, qdi, non-qualified dividends, qualified dividend, Qualified Dividend Income, Qualifying Dividends

For further reading: https://www.fidelity.com/taxes/tax-topics/qualified-dividends ^[2]