Qualified Dividends vs. Non Qualified Dividends

Рет қаралды 9,816

Күн бұрын

There are a couple of key differences between qualified dividends and non-qualified dividends. The big difference lies in the taxes! Listen closely if you're ready for an in-depth explanation of how this can affect you and your finances.
0:00 Introduction
01:03 What is a dividend?
02:51 Qualified vs. non-qualified dividends
03:09 Taxation between qualified and non-qualified dividends
03:46 Unexpected dividends
06:14 Qualified dividends
07:25 Qualified dividends holding period
08:06 Non-qualified dividends
08:22 Examples of non-qualified dividends
09:28 How do I know if my dividends are qualified or not?
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DISCLAIMER: THIS VIDEO IS FOR INFORMATIONAL PURPOSES ONLY AND SHOULD NOT BE CONSTRUED AS TAX, FINANCIAL, OR LEGAL ADVICE. EVERY PERSON’S SITUATION IS DIFFERENT AND YOU SHOULD CONSULT WITH YOUR OWN FINANCIAL AND TAX ADVISOR FOR ADVICE SPECIFIC TO YOUR SITUATION. COMMENTS ARE NOT REVIEWED

Пікірлер: 25

@ACapReCap 2 жыл бұрын

ACap will not respond to comments seeking tax or financial advice. Please consult a CPA or CFP who is familiar with your individual circumstances.

@MathiasRicardo- 20 күн бұрын

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@JonahIta 20 күн бұрын

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@YinusaSaheed 20 күн бұрын

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@rafesinvestments 2 ай бұрын

Thanks for the textbook and straight to the point information. You educated me today thanks 😄

@ACapReCap 2 ай бұрын

Glad you found it helpful.

@michaelclark7896 Ай бұрын

Great explanations!

@MoparSmith1 3 ай бұрын

Can you load up a Roth with non-qual'd dividend stocks? I'm thinking about keeping all my REIT's and JEPI's on the Roth side.

@alwaysright5901 2 жыл бұрын

Thanks for this info. I'd also like to see a video on how profits and losses from Forex are dealt with and taxed and if one should pay quarterly estimations or once at the end of the year during tax time.

@ACapReCap 2 жыл бұрын

Thank you for the feedback. I will consider it.

@Journey4Vitality 6 ай бұрын

Great video, thank you.

@ACapReCap 6 ай бұрын

Glad you liked it!

@jkopvo Жыл бұрын

Thanks for the video. I have a question, as I realized that a couple stocks I held (in a brokerage account) received dividends (that would normally be considered qualified), but were not held for the 60 days. Do the big brokerages typically take the holding period into account when providing the 1099-DIV forms, or do they just list all the dividends (that would normally be considered qualified) as qualified - and then it is up to the individual investor (like me) to determine which dividends were on shares that were not held long enough (the 60 days) and then adjust the amount (of qualified dividends shown on the 1099-DIV) accordingly before reporting that amount on tax returns?

@MathCuriousity Жыл бұрын

How do buy backs lower the owned shares if the company is simply buying mkre shares!!? I am so confusion.

@marybianca2722 2 жыл бұрын

Does one have to pay tax on stocks yearly or can we pay them later than a year? 🙏

@allisongray8384 5 ай бұрын

Question - can a corporation distribute qualified dividends and retain profit in the company to reinvest in the business? or is it distribute all or nothing?

@markmyjak7739 9 ай бұрын

Why do some companies pay a variable dividend? I hold shares in Zim stock (Israel). I recieved a dividend of $4.95/ share. And in April of 2023, I recieved $6.40/sgare. How are royalty trust stocks taxed?

@rustythrombosis5417 Жыл бұрын

So, I understand the reasoning of qualified and nonqualified dividends, it all makes sense, I'm cool with it and all, but for the love of God I don't know how to tell the difference between the two! I've searched high and low to no avail. I'm new to this, but it seems like this info would come in handy BEFORE I put the stock/eft/reit/mlp/foreign investment either into a Roth IRA or regular account. Reits are easy because reits are reits. But MLPs and foreign investments not so much because some qualified stocks' payout ratios are 90% or higher and not all foreign investments are considered nonqualified. So, unless I can retroactively reassign my investments to a tax deferred account AFTER I got my 1099, there needs to be something to help me differentiate. Any help would be greatly appreciated.

@goochpunchtickles3617 Жыл бұрын

I’m tired of hearing how “serious” this is. This guy continues to be treated waaaaaaaaay different than any other citizen. Wtf? I don’t plan on breaking the law, but if I do, I want the same kid glove treatment.