Qualified
Dividend Tax
Status

QUALIFIED DIVIDEND TAX STATUS INFORMATION

Interactive Data Pricing and Reference Data provides qualified dividend tax status information for cash dividends of securities that trade in the U.S. and Canada. Data is available for dividends payable since January, 2003. Clients can use this information as an aid in determining the amount of dividend income that is qualified for preferential tax treatment based on the Jobs and Growth Tax Relief Reconciliation Act of 2003 (JGTRRA).

JGTRRA has, with some exceptions, changed the maximum individual federal tax rate applicable to dividends paid by most domestic and many foreign corporations after December 31, 2002 to 15 percent. Dividends from regulated investment companies and real estate investment trusts may qualify in whole, in part, or not at all. Dividends from certain foreign corporations do not qualify.

Our qualified dividend tax status information provides an indication of the payments, and the amount of each, that are potentially qualified or not under JGTRRA, subject to determination that applicable holding periods have been met.

We provide qualified dividend tax status information through our IDSI Total Dividend Service, as well as through its FTID.com Desktop, RemotePlus, and DATAFEED services.

For additional information, refer to our Qualified Dividend Tax Status Data Methodology.

To request more information on Qualified Dividend Tax Status Information, please click here.