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Qualified dividends
Old 01-09-2014, 07:56 PM   #1
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Qualified dividends

I don't know much about this stuff...

Is there a way to find out how much qualifed and non-qualified (ordinary?) dividends ratio each fund generates?
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Old 01-09-2014, 08:16 PM   #2
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Vanguard has tables for this, like here:

https://advisors.vanguard.com/VGApp/...odateestimates
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Old 01-09-2014, 08:17 PM   #3
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If you're talking about Vanguard funds, the information for 2013 is here:

http://tinyurl.com/pk9uxwx
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Old 01-09-2014, 08:18 PM   #4
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Fund companies normally send a document with your 1099-Div that lists the mix. Most of them would also post them on their website.
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Old 01-10-2014, 08:26 AM   #5
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We have our taxable exposure mainly in total intl stock index, which is great right now when our incomes are higher but sometimes I wonder if it would be better to have it in VTSMX when retired since we anticipate being in the 15% bracket so all the divs would be tax free as opposed to VGTSX where only about 2/3 are qualified.

Not that I'd want to take the one-time hit of moving that much around, just sayin' make me wonder.
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Old 01-10-2014, 08:47 AM   #6
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Quote:
Originally Posted by Peter View Post
If you're talking about Vanguard funds, the information for 2013 is here:

http://tinyurl.com/pk9uxwx
That link was for 2012. The estimates for 2013 as of the end of November are here.
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Old 01-10-2014, 03:29 PM   #7
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Thank you very much everyone for your posts! You got me the exact information I was looking for plus some! I am a VG'er, so yep, what you have given me is what I need.
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