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cmatthews555
May 6, 2022
Solved

Hey community! Anyone here know about qualified dividends? I receive cashflows from a few sources and wanted to figure out how I could receive these flows from stock

  • May 6, 2022
  • 1 reply
  • 0 views
Would my stock need to be in a public company and traded on a certain exchange to qualify, or could I do this with private shares?

Any creative ways to look at this? This is for passive, non-real estate cashflows.  Thanks!
Best answer by Anonymous_

The requirement(s) for a dividend to be qualified can be found in IRS Publication 550 (link below).

 

https://www.irs.gov/publications/p550#en_US_2021_publink100010075

1 reply

A
Anonymous_Answer
Employee
May 6, 2022

The requirement(s) for a dividend to be qualified can be found in IRS Publication 550 (link below).

 

https://www.irs.gov/publications/p550#en_US_2021_publink100010075

    A
    Anonymous_
    Employee
    May 6, 2022

    Note that dividends are considered portfolio income, not passive income.

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