BHM 2024 Tax Reporting Information For 2024 Dividends
Bluerock Homes Trust (BHM) has released its 2024 tax reporting information for dividends on common and preferred stock. For Class A and C common stock, a special cash dividend of $0.840551 per share paid on January 5, 2024, is classified as 100% non-dividend/return of capital for federal tax purposes.
For Series A Preferred Stock, monthly dividends were paid throughout 2024, ranging from $0.125337 to $0.152862 per share. The tax treatment breakdown for these preferred dividends consists of: 8.04% ordinary dividend rate, 30.42% non-dividend rate, and 61.54% capital gains rate. The capital gains are further divided into 30.26% 20% rate gain and 69.74% Section 1250 gain.
Bluerock Homes Trust (BHM) ha rilasciato le informazioni fiscali per il 2024 relative ai dividendi sulle azioni ordinarie e preferenziali. Per le azioni ordinarie di Classe A e C, un dividendo speciale in contante di $0.840551 per azione, pagato il 5 gennaio 2024, è classificato come 100% non-dividendo/restituzione di capitale ai fini fiscali federali.
Per le Azioni Preferenziali di Serie A, sono stati pagati dividendi mensili nel corso del 2024, variando da $0.125337 a $0.152862 per azione. La suddivisione del trattamento fiscale per questi dividendi preferenziali consiste in: 8.04% aliquota di dividendo ordinario, 30.42% aliquota non-dividendo, e 61.54% aliquota dei guadagni in capitale. I guadagni in capitale sono ulteriormente suddivisi in guadagni con aliquota del 20% al 30.26% e guadagni ai sensi della Sezione 1250 al 69.74%.
Bluerock Homes Trust (BHM) ha publicado su información de reporte fiscal 2024 sobre dividendos de acciones comunes y preferentes. Para las acciones comunes de Clase A y C, un dividendo en efectivo especial de $0.840551 por acción, pagado el 5 de enero de 2024, se clasifica como 100% no-dividendo/reembolso de capital a efectos fiscales federales.
Para las Acciones Preferentes de Serie A, se pagaron dividendos mensuales durante 2024, que oscilaron entre $0.125337 y $0.152862 por acción. El desglose del tratamiento fiscal para estos dividendos preferentes consiste en: 8.04% tasa de dividendo ordinario, 30.42% tasa no-dividendo, y 61.54% tasa de ganancias de capital. Las ganancias de capital se dividen aún más en 30.26% de ganancias con una tasa del 20% y 69.74% de ganancias según la Sección 1250.
블루록 홈스 트러스트 (BHM)는 보통주와 우선주에 대한 배당금의 2024년 세금 보고 정보를 발표했습니다. A 클래스와 C 클래스 보통주에 대해 2024년 1월 5일에 지급된 주당 $0.840551의 특별 현금 배당금은 연방 세금 목적상 100% 비배당금/자본 반환으로 분류됩니다.
A 시리즈 우선주에 대해서는 2024년 내내 주당 $0.125337에서 $0.152862 사이의 월별 배당금이 지급되었습니다. 이러한 우선주 배당금의 세금 처리 분류에는 8.04%의 일반 배당률, 30.42%의 비배당률, 61.54%의 자본 이득률이 포함됩니다. 자본 이득은 20% 세율의 30.26%과 섹션 1250 이득의 69.74%로 더 나눌 수 있습니다.
Bluerock Homes Trust (BHM) a publié ses informations fiscales pour 2024 concernant les dividendes sur les actions ordinaires et privilégiées. Pour les actions ordinaires de classe A et C, un dividende exceptionnel en espèces de $0.840551 par action, payé le 5 janvier 2024, est classé comme 100% non-dividende/remboursement de capital aux fins fiscales fédérales.
Pour les actions privilégiées de série A, des dividendes mensuels ont été versés tout au long de 2024, allant de $0.125337 à $0.152862 par action. La répartition du traitement fiscal de ces dividendes privilégiés se compose de : 8.04% taux de dividende ordinaire, 30.42% taux non-dividende, et 61.54% taux des gains en capital. Les gains en capital sont ensuite divisés en 30.26% de gains au taux de 20% et 69.74% de gains selon la section 1250.
Bluerock Homes Trust (BHM) hat seine steuerlichen Informationen für 2024 bezüglich Dividenden auf Stamm- und Vorzugsaktien veröffentlicht. Für die Stammaktien der Klassen A und C wird eine besondere Bardividende von $0.840551 pro Aktie, die am 5. Januar 2024 gezahlt wird, für die Bundessteuern als 100% nicht steuerpflichtige Rückzahlung von Kapital klassifiziert.
Für die Vorzugsaktien der Serie A wurden im Jahr 2024 monatliche Dividenden ausgezahlt, die zwischen $0.125337 und $0.152862 pro Aktie lagen. Die steuerliche Behandlung dieser Vorzugsdividenden setzt sich zusammen aus: 8.04% normaler Dividendensteuersatz, 30.42% nicht steuerpflichtiger Satz und 61.54% Kapitalgewinntarif. Die Kapitalgewinne werden weiter unterteilt in 30.26% 20% Steuersatzgewinne und 69.74% Gewinne nach Abschnitt 1250.
- Consistent monthly dividend payments throughout 2024 for Series A Preferred stockholders
- High portion of capital gains (61.54%) in preferred stock dividends, potentially offering tax advantages
- None.
2024 REPORTING INFORMATION (FORM 1099) – DIVIDENDS
The income tax treatment for 2024 dividends for Bluerock Homes Trust, Inc.'s Class A common stock, traded on the NYSE American Exchange under ticker symbol BHM, and Class C common stock, are as follows (as reported on Form 1099-DIV):
Class A Common Stock, CUSIP #09631H100, and Class C Common Stock:
Class A & C Common Stock | ||||||
Record Date | Payable Date | Distribution Rate Per Share | Ordinary Dividend Rate | Non-Dividend Rate | Total Capital Gains Rate | Total |
12/29/2023 | 1/5/2024 | $ 0.840551 | 0.000000 % | 100.000000 % | 0.000000 % | 100.000000 % |
Please note that, of the one-time, special cash dividend of
Series A Preferred Stock
The income tax treatment for 2024 dividends for Bluerock Homes Trust, Inc.'s Series A Preferred Stock, is as follows (as reported on Form 1099-DIV):
Series A Preferred Stock CUSIP #s: 09631H209, 09631H308, 09631H506, 09631H605, 09631H704, 09631H803, 09631H886, 09631H878, 09631H860, 09631H852, 09631H845, 09631H837, 09631H829, 09631H811, 09631H795, 09631H787, 09631H779, 09631H761, 09631H753, 09631H746, 09631H738, 09631H720, 09631H712, 09631H696, 09631H688, 09631H670, 09631H662, 09631H654, 09631H647, 09631H639, 09631H621, 09631H613, and 09631H597.
Series A Preferred Stock | ||||||||
Record Date | Payable Date | Distribution Rate Per Share | Ordinary Dividend Rate | Non-Dividend Rate | Total Capital Gains Rate | Total | ||
1/25/2024 | 2/5/2024 | $ 0.125337 | 8.040619 % | 30.415403 % | 61.543979 % | 100.000000 % | ||
2/23/2024 | 3/5/2024 | $ 0.128458 | 8.040619 % | 30.415403 % | 61.543979 % | 100.000000 % | ||
3/25/2024 | 4/5/2024 | $ 0.129603 | 8.040619 % | 30.415403 % | 61.543979 % | 100.000000 % | ||
4/25/2024 | 5/3/2024 | $ 0.134953 | 8.040619 % | 30.415403 % | 61.543979 % | 100.000000 % | ||
5/24/2024 | 6/5/2024 | $ 0.152507 | 8.040619 % | 30.415403 % | 61.543979 % | 100.000000 % | ||
6/25/2024 | 7/5/2024 | $ 0.152775 | 8.040619 % | 30.415403 % | 61.543979 % | 100.000000 % | ||
7/25/2024 | 8/5/2024 | $ 0.152862 | 8.040619 % | 30.415403 % | 61.543979 % | 100.000000 % | ||
8/23/2024 | 9/5/2024 | $ 0.152633 | 8.040619 % | 30.415403 % | 61.543979 % | 100.000000 % | ||
9/25/2024 | 10/4/2024 | $ 0.147237 | 8.040619 % | 30.415403 % | 61.543979 % | 100.000000 % | ||
10/25/2024 | 11/5/2024 | $ 0.141593 | 8.040619 % | 30.415403 % | 61.543979 % | 100.000000 % | ||
11/25/2024 | 12/5/2024 | $ 0.138024 | 8.040619 % | 30.415403 % | 61.543979 % | 100.000000 % | ||
Dividend amount shown is for the full month in which the record date occurs. The dividend amount above includes the Series A Preferred Dividend, the Series A Preferred Special Dividend, and the Series A Preferred Enhanced Special Dividend, as applicable. Certain shares issued during the month received a pro-rated dividend amount that is less than the dividend amount shown. The classification for federal income taxes remains the same.
The capital gain, Section 199A, and Section 897 information for all Series A Preferred dividends are:
Capital Gain Breakdown | Section 199A Dividends (% of Ordinary Dividends) | Section 897 Dividends (% of Ordinary Dividends) | |||||
Section 1250 Gain | Total Capital Gain | Sect. 897 % of Capital Gains | |||||
30.264600 % | 69.735400 % | 100.000000 % | 100.000000 % | 28.898749 % | 100.000000 % | ||
About Bluerock Homes Trust, Inc.
Bluerock Homes Trust, Inc. (NYSE American: BHM), headquartered in
Forward Looking Statements
This press release contains forward-looking statements within the meaning of the Private Securities Litigation Reform Act of 1995 and other federal securities laws. These forward-looking statements are based upon the Company's present expectations, but these statements are not guaranteed to occur. Furthermore, the Company disclaims any obligation to publicly update or revise any forward-looking statement to reflect changes in underlying assumptions or factors, of new information, data or methods, future events or other changes. Investors should not place undue reliance upon forward-looking statements. For further discussion of the factors that could affect outcomes, please refer to the risk factors set forth in Item 1A of the Company's Annual Report on Form 10-K filed by the Company with the
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SOURCE Bluerock Homes Trust, Inc.
FAQ
What is the tax treatment of BHM's 2024 special cash dividend for common stockholders?
How are BHM's Series A Preferred Stock dividends classified for tax purposes in 2024?
What was the highest monthly dividend paid for BHM Series A Preferred Stock in 2024?
How are BHM's capital gains distributed between 20% rate gain and Section 1250 gain?
