CareTrust REIT, Inc. Announces Tax Treatment of 2024 Dividends
DISTRIBUTIONS ON CARETRUST COMMON STOCK | ||||||||||||
Box 1a | Box 1b | Box 2a | Box 2b | Box 3 | Box 5 | |||||||
Record Date |
Payment Date |
Distribution Per Share |
Taxable Distribution Per Share |
Ordinary Dividend |
Qualified Dividend (Included in Box 1a) |
Capital Gain Distr. |
Unrecap. Section 1250 Gain (Included in Box 2a) |
Non-Dividend Distributions |
Section 199A Dividend |
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12/29/23 | 01/12/24 | $ |
0.2800 |
$ |
0.2077 |
|
|
|
|
|
|
|
03/28/24 | 04/15/24 | $ |
0.2900 |
$ |
0.2151 |
|
|
|
|
|
|
|
06/28/24 | 07/15/24 | $ |
0.2900 |
$ |
0.2151 |
|
|
|
|
|
|
|
09/30/24 | 10/15/24 | $ |
0.2900 |
$ |
0.2151 |
|
|
|
|
|
|
|
12/31/24 | 01/15/25 | $ |
0.2900 |
$ |
- |
(1) |
|
|
|
|
|
|
Total | $ |
1.1500 |
$ |
0.8529 |
|
|
|
|
|
|
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(1) As the Company's aggregate 2024 cash distributions exceeded its 2024 earnings and profits, the January 2025 cash distribution declared in the fourth quarter of 2024 will be treated as a 2025 distribution for federal income tax purposes and not included on the 2024 Form 1099. If you were a stockholder of record as of December 31, 2024, |
Shareholders of record of the Company’s common stock will receive an Internal Revenue Service Form 1099-DIV from Broadridge Corporate Issuer Solutions, the Company’s 2024 dividend paying agent. The form will report the dividends paid and the amounts designated as total ordinary dividends, qualified dividends, total capital gains, unrecaptured section 1250 gains, non-dividend distributions and dividends that may be eligible for the
The tax treatment of these dividends by state and local authorities varies and may not be the same as the IRS’s treatment. Because federal and state tax laws affect individuals differently, the Company cannot advise shareholders on how dividends should be reported on their tax returns. The Company encourages shareholders to consult with their own tax advisors with respect to the federal, state and local income tax consequences of these dividends.
About CareTrust™
CareTrust REIT, Inc. is a self-administered, publicly-traded real estate investment trust engaged in the ownership, acquisition, development and leasing of skilled nursing, seniors housing and other healthcare-related properties. With a nationwide portfolio of long-term net-leased properties, and a growing portfolio of quality operators leasing them, CareTrust REIT is pursuing both external and organic growth opportunities across
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CareTrust REIT, Inc., (949) 542-3130, ir@caretrustreit.com
Source: CareTrust REIT, Inc.