Qualified Dividends vs. Non Qualified Dividends

[@ACapReCap]

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

[@rafesinvestments]

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

[@ACapReCap]

Glad you found it helpful.

[@joemccarty2061]

Hi, thank you for creating these videos. I have VTI in my taxable brokerage account. Are these dividends qualified or ordinary? Should I reinvest the dividends or just take that money out since I’ve already paid the tax on it. Thank you!

[@alwaysright5901]

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]

Thank you for the feedback. I will consider it.

[@michaelclark7896]

Great explanations!

[@Journey4Vitality]

Great video, thank you.

[@ACapReCap]

Glad you liked it!

[@markmyjak7739]

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?

[@allisongray8384]

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?

[@MoparSmith1]

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.

[@TomScott__]

Yes. The best place to put your non-qualified dividend ETFs is in a Roth IRA, HSA, or other tax advantaged account. Also consider your own personal income tax rate and if you are willing to pay that particular rate. For example, the 22% and 24% tax brackets in 2024 are quite large. If paying this higher tax rate above the 15% or 20% is acceptable to you then your collection of non-qualified dividend ETFs in a standard brokerage account is nearly unlimited.

[@MathCuriousity]

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

[@marybianca2722]

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

[@jkopvo]

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?

[@rustythrombosis5417]

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]

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.

[@lylaannabel8649]

pr໐๓໐Ş๓ 😀