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#1
01-13-2004, 04:47 PM
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 Re: REIT "15% Rate Gain"? Caroline wrote: - quote - > I owned shares in the REIT Avalon Bay (AVB) for most of this
1040 Line 9b (a new line this year). There is only one line.> past year. On Jan. 8, 2004, AVB announced its "2003 dividend > income tax treatment." Of the dividends AVB paid this past > year, 56% fall into the category of "15% rate gain," and 15% > fall into the category of "20% rate gain." > I gather the 15% and 20% refer to tax rates which some > shareholders may be able to take advantage of, depending on > their tax bracket. Correct? > I can't easily find anything in Form 1040 and Schedule D and > their instructions that refer to these rate gains. Can > anyone tell me where these gains go and on which tax forms? << -------------------------------------------------> << The Charter and the Guidelines for submitting > << messages to this newsgroup are at www.asktax.org > << -------------------------------------------------> |
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01-12-2004, 10:35 AM
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| Re: REIT "15% Rate Gain"? Caroline wrote: - quote - > I owned shares in the REIT Avalon Bay (AVB) for most of this
My best guess from their press release:> past year. On Jan. 8, 2004, AVB announced its "2003 dividend > income tax treatment." Of the dividends AVB paid this past > year, 56% fall into the category of "15% rate gain," and 15% > fall into the category of "20% rate gain." > I gather the 15% and 20% refer to tax rates which some > shareholders may be able to take advantage of, depending on > their tax bracket. Correct? > I can't easily find anything in Form 1040 and Schedule D and > their instructions that refer to these rate gains. Can > anyone tell me where these gains go and on which tax forms? Total Dist: $2.80 Ord. Div: .308 (None qualified) Cap. Gain Dist. on or after 5/6/03: $1.568 Cap. gain Dist. pre 5/6/03: .42 (all qual. 5 year gain) Sec. 1250 gain: .504 -- Alan http://taxtopics.net << -------------------------------------------------> << The Charter and the Guidelines for submitting > << messages to this newsgroup are at www.asktax.org > << -------------------------------------------------> |
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#-1
01-11-2004, 09:49 AM
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| REIT "15% Rate Gain"? I owned shares in the REIT Avalon Bay (AVB) for most of this past year. On Jan. 8, 2004, AVB announced its "2003 dividend income tax treatment." Of the dividends AVB paid this past year, 56% fall into the category of "15% rate gain," and 15% fall into the category of "20% rate gain." I gather the 15% and 20% refer to tax rates which some shareholders may be able to take advantage of, depending on their tax bracket. Correct? I can't easily find anything in Form 1040 and Schedule D and their instructions that refer to these rate gains. Can anyone tell me where these gains go and on which tax forms? << -------------------------------------------------> << The Charter and the Guidelines for submitting > << messages to this newsgroup are at www.asktax.org > << -------------------------------------------------> |
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| 15% rate gain, reit |
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