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Teva - Qualified Dividends?
Our broker has indicated that these dividends are qualified.
How do I know for sure?
Somehow this email came to me.
 
Mari Kmieciak



From: Ann M O'Neill <annoneill1948@hotmail.com>
To: club_cafe@bivio.com
Sent: Fri, March 1, 2013 11:18:49 AM
Subject: [club_cafe] Teva - Qualified Dividends?

Our broker has indicated that these dividends are qualified.
How do I know for sure?
Generally, any dividends paid by a corporation whose common shares trade on a major US exchange are qualified provided the shareholder meets the ownership period requirement. There are exceptions for certain unusual entities such as REITs and BDCs.

Ira Smilovitz


On Fri, Mar 1, 2013 at 12:18 PM, Ann M O'Neill <annoneill1948@hotmail.com> wrote:
Our broker has indicated that these dividends are qualified.
How do I know for sure?

Mari,

You are a member of the Club Cafe discussion list so all emails sent to the list will come to you.

If you don't want to be part of the list, you can use this link to remove yourself from it:

https://www.bivio.com/club_cafe/leave-club-cafe

Laurie Frederiksen
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www.bivio.com

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On Fri, Mar 1, 2013 at 12:40 PM, Mari Kmieciak <mkmieciak@sbcglobal.net> wrote:
Somehow this email came to me.
Mari Kmieciak



From: Ann M O'Neill <annoneill1948@hotmail.com>
To: club_cafe@bivio.com
Sent: Fri, March 1, 2013 11:18:49 AM
Subject: [club_cafe] Teva - Qualified Dividends?

Our broker has indicated that these dividends are qualified.
How do I know for sure?

Would dividends for certain ETF shares (such as XLE & XLY) fall into the 'exceptions' category? Our 1099 indicates XLY and XLE have Non-Qualified Dividends as well as Qualified Dividends.
 
Sent: Friday, March 01, 2013 10:47 AM
Subject: Re: [club_cafe] Teva - Qualified Dividends?
 
Generally, any dividends paid by a corporation whose common shares trade on a major US exchange are qualified provided the shareholder meets the ownership period requirement. There are exceptions for certain unusual entities such as REITs and BDCs.
 
Ira Smilovitz


 
A certain portion of their dividends do. That's why you have to split them up as we explained recently:

https://www.bivio.com/club_cafe/mail-thread?p=129201900003

Laurie Frederiksen
Invest with your friends!
www.bivio.com

Become our Facebook friend! www.facebook.com/bivio
Follow us on twitter! www.twitter.com/bivio
Follow Us on Google+


Click here to
Subscribe to the Club Cafe email list. Click here to Unsubscribe


On Fri, Mar 1, 2013 at 3:22 PM, Bob Hooper <Amigos4@comcast.net> wrote:
Would dividends for certain ETF shares (such as XLE & XLY) fall into the 'exceptions' category? Our 1099 indicates XLY and XLE have Non-Qualified Dividends as well as Qualified Dividends.
Sent: Friday, March 01, 2013 10:47 AM
Subject: Re: [club_cafe] Teva - Qualified Dividends?
Generally, any dividends paid by a corporation whose common shares trade on a major US exchange are qualified provided the shareholder meets the ownership period requirement. There are exceptions for certain unusual entities such as REITs and BDCs.
Ira Smilovitz