How and when you own an investment that pays dividends can dramatically change the tax rate you pay. Many, or all, of the products featured on this page are from our advertising partners who ...

At some point in nearly every investor's life, they will be alerted to the fact that they're collecting "qualified dividends." That inevitably prompts the natural question: What are qualified ...

To be eligible for lower rates, dividends must come from U.S. corporations or qualified foreign companies, and the investor must meet the holding period requirement. Understanding these tax ...

Our dividend calculator can estimate your long-term ... Long-term capital gains tax brackets overlap very closely with qualified dividend tax brackets, although they are not completely identical.

Dividend tax varies by income level and whether the dividend is qualified or ordinary. Tax-deferred accounts like IRAs or 401(k)s defer dividend taxes. Qualified dividends generally offer lower ...

Here are the factors that determine how much you owe on dividends as well as a look at tax rates. Because of the combined liability from federal and state capital gains taxes, you should always ...