Phillips Edison & Company Announces Tax Reporting Information for 2024 Distributions
Phillips Edison & Company (PECO), a major owner of grocery-anchored shopping centers, has released its tax reporting information for 2024 distributions to common stockholders. The company paid monthly distributions throughout 2024, with payments of $0.0975 per share from January through September, increasing to $0.1025 per share for October through December.
Each distribution was consistently structured with approximately 77.4% classified as ordinary dividends and 22.6% as return of capital (nontaxable distribution). All ordinary dividend amounts qualify as Section 199A distributions. The company reported no capital gain distributions or unrecaptured Section 1250 gains for the year.
Phillips Edison & Company (PECO), un importante proprietario di centri commerciali ancorati a negozi di alimentari, ha pubblicato le informazioni fiscali relative ai pagamenti per il 2024 per gli azionisti comuni. L'azienda ha effettuato distribuzioni mensili per tutto il 2024, con pagamenti di $0,0975 per azione da gennaio a settembre, che aumentano a $0,1025 per azione per ottobre a dicembre.
Ogni distribuzione è stata strutturata in modo coerente, con circa il 77,4% classificato come dividendi ordinari e il 22,6% come rimborso di capitale (distribuzione non tassabile). Tutti gli importi dei dividendi ordinari sono qualificati come distribuzioni ai sensi della Sezione 199A. L'azienda ha segnalato nessuna distribuzione di guadagni in conto capitale o guadagni non recuperati ai sensi della Sezione 1250 per l'anno.
Phillips Edison & Company (PECO), un importante propietario de centros comerciales anclados a supermercados, ha publicado su información fiscal sobre las distribuciones para el 2024 a los accionistas comunes. La empresa realizó distribuciones mensuales durante todo el 2024, con pagos de $0.0975 por acción desde enero hasta septiembre, aumentando a $0.1025 por acción de octubre a diciembre.
Cada distribución se estructuró de manera consistente, con aproximadamente el 77.4% clasificado como dividendos ordinarios y el 22.6% como retorno de capital (distribución no sujeta a impuestos). Todos los montos de los dividendos ordinarios califican como distribuciones bajo la Sección 199A. La empresa no reportó distribuciones de ganancias de capital ni ganancias no recuperadas bajo la Sección 1250 para el año.
필립스 에디슨 & 컴퍼니 (PECO), 식료품이 입점한 쇼핑 센터의 주요 소유주, 가 2024년 일반 주주에 대한 배당금 세금 보고 정보를 발표했습니다. 이 회사는 2024년 동안 매월 배당금을 지급했으며, 1월부터 9월까지 주당 $0.0975의 배당금이 지급되었고, 10월부터 12월까지 주당 $0.1025로 증가했습니다.
각 배당금은 약 77.4%가 일반 배당금으로, 22.6%가 자본 환급(비과세 배당금)으로 일관되게 구조화되었습니다. 모든 일반 배당금 금액은 섹션 199A 배당금으로 적격합니다. 이 회사는 올해 자본 이득 배당금이나 미회수된 섹션 1250 이득을 보고하지 않았습니다.
Phillips Edison & Company (PECO), un important propriétaire de centres commerciaux ancrés auprès de supermarchés, a publié ses informations fiscales concernant les distributions de 2024 aux actionnaires communs. L'entreprise a effectué des distributions mensuelles tout au long de 2024, avec des paiements de 0,0975 $ par action de janvier à septembre, augmentant à 0,1025 $ par action pour octobre à décembre.
Chaque distribution a été systématiquement structurée avec environ 77,4 % classée comme dividendes ordinaires et 22,6 % comme retour sur capital (distribution non imposable). Tous les montants des dividendes ordinaires sont qualifiés en tant que distributions selon la Section 199A. L'entreprise n'a déclaré aucune distribution de gains en capital ni de gains non réalisés selon la Section 1250 pour l'année.
Phillips Edison & Company (PECO), ein bedeutender Eigentümer von supermarktgeankerten Einkaufszentren, hat seine Steuerberichterstattung für die Ausschüttungen im Jahr 2024 an die Aktionäre veröffentlicht. Das Unternehmen zahlte im gesamten Jahr 2024 monatliche Ausschüttungen, mit Zahlungen von 0,0975 $ pro Aktie von Januar bis September, die auf 0,1025 $ pro Aktie für Oktober bis Dezember anstiegen.
Jede Ausschüttung wurde einheitlich strukturiert, wobei etwa 77,4% als ordentliche Dividenden und 22,6% als Kapitalrückgabe (nicht steuerpflichtige Ausschüttung) klassifiziert wurden. Alle Beträge der ordentlichen Dividenden qualifizieren sich als Ausschüttungen gemäß § 199A. Das Unternehmen meldete für das Jahr keine Kapitalgewinnausschüttungen oder nicht realisierte Gewinne gemäß § 1250.
- Consistent monthly dividend payments throughout 2024
- Dividend increase from $0.0975 to $0.1025 per share in October 2024
- 77.4% of distributions qualify for Section 199A tax treatment
- None.
CINCINNATI, Jan. 17, 2025 (GLOBE NEWSWIRE) -- Phillips Edison & Company, Inc. (Nasdaq: PECO) (“PECO” or the “Company”), one of the nation’s largest owners and operators of high-quality, grocery-anchored neighborhood shopping centers, today announced its tax reporting information for the 2024 distributions to holders of its common stock.
The tax reporting information as it will be reported on Form 1099-DIV, on a per share basis, is as follows:
Nasdaq-Listed Common Shares; CUSIP 71844V201
| Record Date | Payable Date | Total Distribution per Share | Ordinary Dividends | Total Capital Gain Distribution | Unrecaptured Section 1250 Gain (1) | Return of Capital (Nontaxable Distribution) | Section 199A Distributions |
| 12/15/2023 | 1/2/2024 | 0.097500 | 0.075454 | - | - | 0.022046 | 0.075454 |
| 1/16/2024 | 2/1/2024 | 0.097500 | 0.075454 | - | - | 0.022046 | 0.075454 |
| 2/15/2024 | 3/1/2024 | 0.097500 | 0.075454 | - | - | 0.022046 | 0.075454 |
| 3/15/2024 | 4/1/2024 | 0.097500 | 0.075454 | - | - | 0.022046 | 0.075454 |
| 4/15/2024 | 5/1/2024 | 0.097500 | 0.075454 | - | - | 0.022046 | 0.075454 |
| 5/15/2024 | 6/4/2024 | 0.097500 | 0.075454 | - | - | 0.022046 | 0.075454 |
| 6/17/2024 | 7/2/2024 | 0.097500 | 0.075454 | - | - | 0.022046 | 0.075454 |
| 7/15/2024 | 8/1/2024 | 0.097500 | 0.075454 | - | - | 0.022046 | 0.075454 |
| 8/15/2024 | 9/4/2024 | 0.097500 | 0.075454 | - | - | 0.022046 | 0.075454 |
| 9/16/2024 | 10/1/2024 | 0.102500 | 0.079324 | - | - | 0.023176 | 0.079324 |
| 10/15/2024 | 11/1/2024 | 0.102500 | 0.079324 | - | - | 0.023176 | 0.079324 |
| 11/15/2024 | 12/3/2024 | 0.102500 | 0.079324 | - | - | 0.023176 | 0.079324 |
(1) Represents additional characterization of amounts included in Total Capital Gain Distribution
Pursuant to U.S. Treas. Reg. §1.1061-6(c), the Company reports that for purposes of §1061 of the Internal Revenue Code, the One Year Amounts Disclosure and the Three-Year Amounts Disclosure are
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About Phillips Edison & Company
Phillips Edison & Company, Inc. (“PECO”) is one of the nation’s largest owners and operators of high-quality, grocery-anchored neighborhood shopping centers. Founded in 1991, PECO has generated strong results through its vertically-integrated operating platform and national footprint of well-occupied shopping centers. PECO’s centers feature a mix of national and regional retailers providing necessity-based goods and services in fundamentally strong markets throughout the United States. PECO’s top grocery anchors include Kroger, Publix, Albertsons and Ahold Delhaize. As of September 30, 2024, PECO managed 311 shopping centers, including 290 wholly-owned centers comprising 32.9 million square feet across 31 states and 21 shopping centers owned in two institutional joint ventures. PECO is focused on creating great omni-channel, grocery-anchored shopping experiences and improving communities, one neighborhood shopping center at a time.
PECO uses, and intends to continue to use, its Investors website, which can be found at https://investors.phillipsedison.com, as a means of disclosing material nonpublic information and for complying with its disclosure obligations under Regulation FD.
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FAQ
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