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01-09-2014, 06:56 PM
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#1
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Give me a museum and I'll fill it. (Picasso)
Give me a forum ...
Join Date: May 2008
Posts: 5,214
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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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01-09-2014, 07:16 PM
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#2
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Moderator Emeritus
Join Date: May 2007
Posts: 12,901
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01-09-2014, 07:17 PM
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#3
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Full time employment: Posting here.
Join Date: Dec 2003
Location: San Carlos, CA
Posts: 638
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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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01-09-2014, 07:18 PM
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#4
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Thinks s/he gets paid by the post
Join Date: Jan 2008
Posts: 1,671
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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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01-10-2014, 07:26 AM
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#5
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Full time employment: Posting here.
Join Date: Feb 2008
Posts: 920
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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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01-10-2014, 07:47 AM
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#6
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Give me a museum and I'll fill it. (Picasso)
Give me a forum ...
Join Date: Nov 2010
Location: Sarasota, FL & Vermont
Posts: 36,364
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 Quote:
Originally Posted by Peter
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That link was for 2012. The estimates for 2013 as of the end of November are here.
__________________
If something cannot endure laughter.... it cannot endure.
Patience is the art of concealing your impatience.
Slow and steady wins the race.
Retired Jan 2012 at age 56
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01-10-2014, 02:29 PM
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#7
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Give me a museum and I'll fill it. (Picasso)
Give me a forum ...
Join Date: May 2008
Posts: 5,214
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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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