Dividends

Question 1

Ex-Dividend Date

Answer 1

If you own or buy stock before ex date, you get dividend.

Don’t get it if buy it on or after

Is 1 business day before date of record

Question 2

Cash Dividends/Qualified Dividends

Answer 2

Qualified: get capital gains treatment

Question 3

Qualified Dividends Characteristics

Answer 3

Paid by US company or qualifying foreign company

Not listed as dividend that doesn’t qualify by IRS

Held stock for more than 60 days during 121 day period that begins 60 days before ex-div date