Dividend Tax Guide

Last Updated: January 30, 2025

Understanding Dividend Taxation

Dividend income is subject to specific tax rules and rates. Understanding these can help you optimize your investment strategy and minimize your tax burden.

Types of Dividends for Tax Purposes

  • Qualified Dividends: Taxed at lower capital gains rates
  • Non-qualified Dividends: Taxed as ordinary income

Coming Soon

We're expanding this guide with detailed information about:

  • Current Tax Rates for Different Types of Dividends
  • Holding Period Requirements
  • Tax-Advantaged Accounts
  • International Dividend Taxation
  • Tax Loss Harvesting Strategies