To be considered Qualified Dividends, they must meet these requirements:
- Be paid by a US corporation (or qualified foreign corporation). Examples: Walmart, Home Depot & Disney.
- Be paid as a regular dividend and not capital gain distributions, payment in lieu of dividends, or dividends from a tax-exempt organization
- You must have held the stock for more than 60 days during a 121-day period beginning 60 days before the ex-dividend date.
Please see IRS Publication 550 for a detailed description of Qualified Dividends and some tax scenario examples.
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