REIT Tax Equivalent Distribution

Convert REIT distributions and return-of-capital impact into a taxable-equivalent yield.

Distribution Details

Total Distribution

$

Distribution Breakdown (%)

Return of Capital

%

Qualified Dividends

%

Ordinary Income

%

Capital Gains

%

Your Tax Rates

Ordinary Income Tax Rate

%

Capital Gains Tax Rate

%

Tax Analysis

After-Tax Distribution$826

Total Tax$174

Effective Tax Rate17.4%

Tax-Equivalent Yield$1,211