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calculating taxes

REIT Taxation Basics

REITs are different than most other stocks when it comes to taxes.

[Updated: Feb 17, 2021 ] Oct 24, 2019 by Matt Frankel, CFP

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Long-Term Capital Gains Tax Rate Single Filers (Taxable Income) Married Filing Jointly Heads of Household Married Filing Separately
0% $0 to $39,375 $0 to $78,750 $0 to $52,750 $0 to $39,375
15% $39,376 to $434,550 $78,751 to $488,850 $52,751 to $461,700 $39,376 to $244,425
20% Over $434,550 Over $488,850 Over $461,700 Over $244,425

Income ranges represent taxable income, not just capital gains. Married filing separately rates calculated as half of those for joint filers. Data source: Tax Foundation.

Type of Distribution Amount Paid
Ordinary dividend (Section 199A) $2.198784
Long-term Capital Gain $1.115292
Return of Capital $0.165924
Total $3.480000

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