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Investors & landlords
In order to treat your dividends as qualified dividends, the IRS requires that you hold your stock investment for more than 60 days during the 121-day period that begins 60 days prior to the ex-dividend date—which is the day after a corporation's board declares a dividend payment to shareholders.
By this definition, the dividends received from the stocks transferred from the investment are qualified dividends.
The 121-day period does not need to fall entirely within the tax year. It can be between 2 tax years and as long as your holding period is at least 60 days within the 121-day period, the dividends are qualified.
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March 5, 2020
12:17 PM