Form 1099-DIV
Taxable distributions are reported to you on Form 1099-DIV. The tax character of each year’s distribution as a percent of each year’s total distribution is listed 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 |
2020 | 3.09% | 3.44% | 0.00% | 0.00% | 96.91% | 96.56% |
2019 | 14.57% | 2.88% | 22.58% | 1.24% | 62.85% | 97.12% |
2018 | 60.02% | 0.00% | 0.00% | 0.00% | 39.98% | 100.00% |