BrittanyS
Expert Alumni

Get your taxes done using TurboTax

To be considered qualified, they must meet the following criteria:

 

  • Be paid by an American company or a qualifying foreign company
  • Be paid between January 1, 2024, and December 31, 2024
  • Meet the holding period requirement for the stock—the holding period is at least 60 days during the 121-day period that begins 60 days before the ex-dividend date (the day after a company announces its dividend payments to shareholders)

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