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Comments on: Tax Treatment Of My REIT Dividends Part 1 https://www.maxoutofpocket.com/tax-treatment-of-my-reit-dividends-part-1/?utm_source=rss&utm_medium=rss&utm_campaign=tax-treatment-of-my-reit-dividends-part-1 Where personal finance meets healthcare. Sat, 16 May 2020 15:02:26 +0000 hourly 1 https://wordpress.org/?v=5.7.11 By: Max OOP https://www.maxoutofpocket.com/tax-treatment-of-my-reit-dividends-part-1/#comment-1096 Sat, 18 Apr 2020 14:20:08 +0000 https://www.maxoutofpocket.com/?p=5783#comment-1096 In reply to Caroline at Costa Rica FIRE.

Hi Caroline,

There are definitely a lot of moving parts to this. In theory though, if I hit the 24% tax bracket that would only drive another 2% marginal tax, taking my tax from $8.00 to $10.00. It still seems pretty favorable on the Section 199A dividends. Where I need to be careful is with the non-dividend distributions since releasing those will certainly trigger the long term capital gain tax of 15%. But if I can do that in a year I have low/no income, I could net a 0% tax rate on those in theory. I am still working out the details of that in my head though : )

Take care, Max

]]> By: Caroline at Costa Rica FIRE https://www.maxoutofpocket.com/tax-treatment-of-my-reit-dividends-part-1/#comment-1081 Thu, 16 Apr 2020 16:17:45 +0000 https://www.maxoutofpocket.com/?p=5783#comment-1081 The $8 seems palatable in the example but depending on how close you are to the 24% and higher tax buckets, the REIT impact could quickly add up. I don’t invest in REITs (not for the tax reason but b/c we’re already directly investing in property and I don’t want our paper to be real estate-dependent too). I am also not a tax advisor so not recommending any specific moves, but I would think that any security that is taxed at higher than the capital gains rate would be at a disadvantage b/c the tax rates go above the capital gains tax rate pretty quickly.

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