Vanguard VTSAX Ordinary Div vs Qualified Div.

Time2

Thinks s/he gets paid by the post
Joined
Oct 3, 2019
Messages
3,681
I have $9,000 worth of Dividends and Interest in a taxable account held in VTSAX. Anyone have a ballpark figure what percentage is going to be Qualified vs Non Qualified?
I'm filling out Dinktown tax form and I don't know what to put in the line for

Ordinary dividends (this includes any qualified dividends) vs
the line for Qualified dividends (included in ordinary dividends).
I understand they all go in Ordinary Dividends, but approximately what percentage goings in Qualified Dividends?
Thanks
 
I usually assume about 95% qualified for Total Stock Market Index.
 
Looks like mine were 93.8% qualified last year.

I believe I read that Vanguard will be releasing their Q4 Dividend estimates this week. I can't recall if they estimate the Qualified % or not each year.
 
I use 94% qualified, 6% non-q for my estimates.
 
Great they all look to close, that's all I needed. I'm doing tax planning and wanted to get a good number.

Thanks.
 
Back
Top Bottom