Qualified dividends

[tmm99]

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?

 

[FIREd]

Vanguard has tables for this, like here:

https://advisors.vanguard.com/VGApp/iip/site/advisor/investments/taxcenter/yeartodateestimates

 

[Peter]

If you're talking about Vanguard funds, the information for 2013 is here:

http://tinyurl.com/pk9uxwx

 

[jebmke]

Fund companies normally send a document with your 1099-Div that lists the mix. Most of them would also post them on their website.

 

[tuixiu]

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.

 

[pb4uski]

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.

 

[tmm99]

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.