US Dividend Tax Calculator (Qualified vs Ordinary)
Calculate the taxes on your investment income and see your net dividend yield.
Used to determine your long-term capital gains tax bracket.
Net Investment Income (After Tax)
Performance Forecast
Dividend Strategy Analysis
Breakdown of Qualified and Ordinary dividend tax burdens based on your current tax bracket.
| Dividend Type | Amount | Tax Status |
|---|---|---|
| 1 Qualified Dividends | $2,000 | 15% Tax |
| 2 Ordinary Dividends | $500 | 22% Estimated Tax |
| 3 Total Gross Yield | $2,500 | 100% |
| 4 Total Tax Liability | -$410 | 16.4% Effective |
| 5 Tax-Adjusted Income | $2,090 | What you keep |
Maximizing Investment Income
Dividends are a great source of passive income, but the IRS treats different types of dividends differently.π Qualified vs Ordinary
1. Qualified Dividends **: These are taxed at the ** Capital Gains rates (0 %, 15 %, or 20 %), which are significantly lower than regular income tax brackets.Most US domestic stocks and some foreign stocks qualify if held for long enough. 2. Ordinary Dividends **: These are taxed as ** Regular Income .This includes dividends from REITs, most preferred stocks, and bond interest.The Holding Period Rule
To get the lower "Qualified" rate, you must hold the stock for more than 60 days during the 121 - day period surrounding the ex - dividend date.Results US Dividend Tax Calculator (Qualified vs Ordinary)
This is a powerful online tool designed to help you calculate your Tax metrics instantly. We are dedicated to providing accurate and easy-to-use financial and life tools.
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"Best dividend tax calculator I have found. Clear distinction between qualified and ordinary dividends."
"Helps me optimize my tax strategy for my dividend portfolio."
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