STOCK TITAN

Equity Residential Reports 2024 Dividend Income Tax Treatment

Rhea-AI Impact
(Low)
Rhea-AI Sentiment
(Very Positive)
Tags
dividends

Equity Residential (NYSE: EQR) has disclosed the tax treatment of its 2024 dividend distributions. For common shares, the total distribution of $2.687500 per share consists of $1.530947 in ordinary dividends and $1.156553 in capital gain distributions. The company paid quarterly dividends of $0.6625 (Q1) and $0.675 (Q2-Q4).

For Series K preferred shares, the total distribution of $4.145000 per share includes $2.361220 in ordinary dividends and $1.783780 in capital gain distributions, paid in four equal installments of $1.036250. The company reported no foreign taxes for 2024 and provided additional disclosures for Section 1061 purposes regarding one-year and three-year amounts for both common and preferred shares.

Equity Residential (NYSE: EQR) ha rivelato il trattamento fiscale delle sue distribuzioni di dividendi per il 2024. Per le azioni ordinarie, la distribuzione totale di $2.687500 per azione consiste in $1.530947 in dividendi ordinari e $1.156553 in distribuzioni di guadagni in capitale. L'azienda ha pagato dividendi trimestrali di $0.6625 (Q1) e $0.675 (Q2-Q4).

Per le azioni privilegiate di Serie K, la distribuzione totale di $4.145000 per azione include $2.361220 in dividendi ordinari e $1.783780 in distribuzioni di guadagni in capitale, pagati in quattro rate uguali di $1.036250. L'azienda ha riportato nessuna tassa estera per il 2024 e ha fornito ulteriori informazioni per scopi della Sezione 1061 riguardanti gli importi di un anno e tre anni sia per le azioni ordinarie che per quelle privilegiate.

Equity Residential (NYSE: EQR) ha divulgado el tratamiento fiscal de sus distribuciones de dividendos para 2024. Para las acciones comunes, la distribución total de $2.687500 por acción consiste en $1.530947 en dividendos ordinarios y $1.156553 en distribuciones de ganancia de capital. La compañía pagó dividendos trimestrales de $0.6625 (Q1) y $0.675 (Q2-Q4).

Para las acciones preferentes de Serie K, la distribución total de $4.145000 por acción incluye $2.361220 en dividendos ordinarios y $1.783780 en distribuciones de ganancia de capital, pagadas en cuatro cuotas iguales de $1.036250. La compañía no reportó impuestos extranjeros para 2024 y proporcionó divulgaciones adicionales para los propósitos de la Sección 1061 relacionadas con los montos de un año y tres años tanto para las acciones comunes como para las preferentes.

Equity Residential (NYSE: EQR)는 2024 배당금 분배의 세금 처리 방법을 공개했습니다. 보통주에 대해, 주당 $2.687500의 총 분배는 $1.530947의 일반 배당금과 $1.156553의 자본 이익 분배로 구성됩니다. 회사는 1분기에 $0.6625, 2분기에서 4분기까지 $0.675의 분기 배당금을 지급했습니다.

시리즈 K 우선주에 대해서는 주당 $4.145000의 총 분배가 $2.361220의 일반 배당금과 $1.783780의 자본 이익 분배를 포함하며, 네 번의 동일한 분할로 $1.036250씩 지급됩니다. 회사는 2024년에 외국 세금을 보고하지 않았으며, 보통주와 우선주 모두에 대해 1년 및 3년 금액에 관한 1061조 용도의 추가 공시를 제공했습니다.

Equity Residential (NYSE: EQR) a divulgué le traitement fiscal de ses distributions de dividendes pour 2024. Pour les actions ordinaires, la distribution totale de $2.687500 par action se compose de $1.530947 en dividendes ordinaires et de $1.156553 en distributions de gains en capital. La société a versé des dividendes trimestriels de $0.6625 (T1) et de $0.675 (T2-T4).

Pour les actions privilégiées de Série K, la distribution totale de $4.145000 par action comprend $2.361220 en dividendes ordinaires et $1.783780 en distributions de gains en capital, payés en quatre versements égaux de $1.036250. L'entreprise n'a signalé aucun impôt étranger pour 2024 et a fourni des divulgations supplémentaires aux fins de la Section 1061 concernant les montants d'un an et de trois ans pour les actions ordinaires et privilégiées.

Equity Residential (NYSE: EQR) hat die steuerliche Behandlung seiner Dividendenverteilungen für 2024 offengelegt. Für Stammaktien besteht die Gesamtauszahlung von $2.687500 pro Aktie aus $1.530947 an ordentlichen Dividenden und $1.156553 an Kapitalgewinnausschüttungen. Das Unternehmen zahlte vierteljährliche Dividenden von $0.6625 (Q1) und $0.675 (Q2-Q4).

Für die Serie K Vorzugsaktien beträgt die Gesamtauszahlung von $4.145000 pro Aktie $2.361220 an ordentlichen Dividenden und $1.783780 an Kapitalgewinnausschüttungen, die in vier gleichen Raten von $1.036250 ausgezahlt werden. Das Unternehmen meldete für 2024 keine ausländischen Steuern und gab zusätzliche Offenlegungen für die Zwecke der Abschnitt 1061 bezüglich der Beträge für ein Jahr und drei Jahre sowohl für Stamm- als auch für Vorzugsaktien an.

Positive
  • Consistent quarterly dividend payments throughout 2024
  • Dividend increase from $0.6625 to $0.675 per share for common shareholders
  • Stable preferred share dividends at $1.036250 per quarter
Negative
  • No qualified dividends reported for tax efficiency

CHICAGO--(BUSINESS WIRE)-- Equity Residential (NYSE: EQR) today reported the tax status of its 2024 dividends paid to shareholders. The final allocations as they will be reported on Form 1099-DIV are in the tables below:

Record Date Payable Date Total Distribution Per Share Box 1a Total Box 1b Box 2a Box 2b Box 2e Box 2f Box3 Box 5
Ordinary Dividends Qualified Dividends1 Total Capital Gain Distr. Unrecap Sec. 1250 Gain2 Sec. 897
Ordinary
Dividends1
Sec. 897 Capital Gain2 Nondividend Distributions Sec. 199A Dividends1
Common Shares:
1/2/2024 1/12/2024

$0.662500

$0.377396

$0.000000

$0.285104

$0.110367

$0.000000

$0.285104

$0.000000

$0.377241

3/25/2024 4/12/2024

$0.675000

$0.384517

$0.000000

$0.290483

$0.112449

$0.000000

$0.290483

$0.000000

$0.384358

7/1/2024 7/12/2024

$0.675000

$0.384517

$0.000000

$0.290483

$0.112449

$0.000000

$0.290483

$0.000000

$0.384358

9/24/2024 10/11/2024

$0.675000

$0.384517

$0.000000

$0.290483

$0.112449

$0.000000

$0.290483

$0.000000

$0.384358

Total

$2.687500

$1.530947

$0.000000

$1.156553

$0.447714

$0.000000

$1.156553

$0.000000

$1.530315

 
Preferred Shares Series K:
3/20/2024 4/1/2024

$1.036250

$0.590305

$0.000000

$0.445945

$0.172630

$0.000000

$0.445945

$0.000000

$0.590061

6/20/2024 7/1/2024

$1.036250

$0.590305

$0.000000

$0.445945

$0.172630

$0.000000

$0.445945

$0.000000

$0.590061

9/20/2024 9/30/2024

$1.036250

$0.590305

$0.000000

$0.445945

$0.172630

$0.000000

$0.445945

$0.000000

$0.590061

12/20/2024 12/31/2024

$1.036250

$0.590305

$0.000000

$0.445945

$0.172630

$0.000000

$0.445945

$0.000000

$0.590061

Total

$4.145000

$2.361220

$0.000000

$1.783780

$0.690520

$0.000000

$1.783780

$0.000000

$2.360244

 
(1) - These amounts are a subset of the amounts in Box 1a.
(2) - These amounts are a subset of the amounts in Box 2a.

Pursuant to Treas. Reg. §1.1061-6(c), Equity Residential is disclosing below two additional amounts for purposes of Section 1061 of the Internal Revenue Code. Section 1061 is generally applicable to direct and indirect holders of "applicable partnership interests."

The amount of Box 2a Capital Gains not included in the two additional amounts below are Section 1231 gains, which are not considered for purposes of Section 1061.

Record Date Payable Date Form 1099-DIV Box 2a One Year Amounts Three Year Amounts
Total Capital Gain Distr. Per Share Disclosure Per Share Disclosure Per Share
Common Shares:
1/2/2024 1/12/2024

$0.285104

$0.016926

$0.013464

3/25/2024 4/12/2024

$0.290483

$0.017245

$0.013718

7/1/2024 7/12/2024

$0.290483

$0.017245

$0.013718

9/24/2024 10/11/2024

$0.290483

$0.017245

$0.013718

Total

$1.156553

$0.068661

$0.054618

 
Preferred Shares Series K:
3/20/2024 4/1/2024

$0.445945

$0.026474

$0.021060

6/20/2024 7/1/2024

$0.445945

$0.026474

$0.021060

9/20/2024 9/30/2024

$0.445945

$0.026474

$0.021060

12/20/2024 12/31/2024

$0.445945

$0.026474

$0.021060

Total

$1.783780

$0.105896

$0.084240

The Company did not incur any foreign taxes in 2024.

Because the Company has not yet completed and filed its 2024 tax returns, the income tax allocation information provided above is based on the best available information to date.

Shareholders are encouraged to consult their own tax advisers as to the federal, state and local income tax consequences of these dividends.

About Equity Residential

Equity Residential is committed to creating communities where people thrive. The Company, a member of the S&P 500, is focused on the acquisition, development and management of residential properties located in and around dynamic cities that attract affluent long-term renters. Equity Residential owns or has investments in 311 properties consisting of 84,249 apartment units, with an established presence in Boston, New York, Washington, D.C., Seattle, San Francisco and Southern California, and an expanding presence in Denver, Atlanta, Dallas/Ft. Worth and Austin. For more information on Equity Residential, please visit our website at www.equityapartments.com.

Marty McKenna

(312) 928-1901

Source: Equity Residential

FAQ

What is EQR's total dividend distribution per common share for 2024?

EQR's total dividend distribution per common share for 2024 is $2.687500.

How much are EQR's quarterly dividend payments for common shares in 2024?

EQR pays $0.6625 for Q1 and $0.675 for Q2, Q3, and Q4 of 2024.

What is the tax treatment of EQR's common share dividends in 2024?

Of the total distribution, $1.530947 is ordinary dividends and $1.156553 is capital gain distributions.

What is EQR's preferred Series K dividend amount per share for 2024?

EQR's preferred Series K shares receive quarterly dividends of $1.036250, totaling $4.145000 per share for 2024.

Did EQR incur any foreign taxes in 2024?

No, Equity Residential did not incur any foreign taxes in 2024.

Equity Residential

NYSE:EQR

EQR Rankings

EQR Latest News

EQR Stock Data

25.98B
377.49M
0.47%
94.95%
1.63%
REIT - Residential
Real Estate Investment Trusts
Link
United States of America
CHICAGO