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New Member
posted Jun 3, 2019 11:32:01 AM

Dividends from a mutual fund doesn't specify whether or not qualifying. Report is online and no box is shown to specify type of dividend.

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New Member
Jun 3, 2019 11:32:04 AM

The dividends paid by virtually all manufacturing and service companies are qualified. Qualified means that the tax rate you pay is taxed as a long term capital gain as opposed to unqualified div paid generally by institutions that have not paid corporate taxes.  A mutual fun invested in US corporations would be qualified.  I'm trying to simplifying a bit.   What is the mutual fund?

4 Replies
New Member
Jun 3, 2019 11:32:02 AM

Vanguard 500 Index Fund

New Member
Jun 3, 2019 11:32:04 AM

The dividends paid by virtually all manufacturing and service companies are qualified. Qualified means that the tax rate you pay is taxed as a long term capital gain as opposed to unqualified div paid generally by institutions that have not paid corporate taxes.  A mutual fun invested in US corporations would be qualified.  I'm trying to simplifying a bit.   What is the mutual fund?

New Member
Jun 3, 2019 11:32:05 AM

Vanguard 500 Index Fund

New Member
Jun 3, 2019 11:32:07 AM

It is qualifying, so TT should allow a 50% deduction, does it?