NEW YORK, Jan. 30, 2023 /PRNewswire/ -- W. P. Carey Inc. (W. P. Carey, NYSE: WPC) announced the income tax treatment of dividends reported on Form 1099-DIV for 2022. Stockholders are encouraged to consult with their personal tax advisors as to their specific tax treatment of W. P. Carey dividends.
CUSIP 92936U109 |
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FORM 1099-DIV |
Box 1a |
Box 2a |
Box 3 |
Box 1b |
Box 2b |
Box 2f |
Box 5 |
||||
Record Date |
Payment Date |
Distribution Per Share |
Ordinary Dividends |
Capital Gain Distributions |
Nondividend Distributions |
Qualified Dividends(1) |
Unrecaptured Section 1250 Gain(2) |
Section 897 Capital Gain(3) |
Section 199A Dividends(4) |
Section 1061 One-Year Amounts Disclosure(5) |
Section 1061 Three-Year Amounts Disclosure(5) |
12/31/21 |
1/14/22 |
$1.0550 |
$1.0053551 |
$0.0068056 |
$0.0428393 |
$0.0261493 |
$0.0068056 |
$0.0068056 |
$0.9792058 |
$0.0000000 |
$0.0000000 |
3/31/22 |
4/14/22 |
$1.0570 |
$1.0072610 |
$0.0068185 |
$0.0429206 |
$0.0261989 |
$0.0068185 |
$0.0068185 |
$0.9810621 |
$0.0000000 |
$0.0000000 |
6/30/22 |
7/15/22 |
$1.0590 |
$1.0091669 |
$0.0068314 |
$0.0430018 |
$0.0262485 |
$0.0068314 |
$0.0068314 |
$0.9829184 |
$0.0000000 |
$0.0000000 |
9/30/22 |
10/14/22 |
$1.0610 |
$1.0110728 |
$0.0068443 |
$0.0430830 |
$0.0262980 |
$0.0068443 |
$0.0068443 |
$0.9847747 |
$0.0000000 |
$0.0000000 |
(1) |
Qualified Dividends is a subset of, and included in, the Taxable Ordinary Dividends amount. |
(2) |
Unrecaptured Section 1250 Gain is a subset of, and included in, the Taxable Capital Gain Distributions amount. |
(3) |
Section 897 Capital Gain is a subset of, and included in, the Taxable Capital Gain Distributions amount. |
(4) |
Section 199A Dividends is a subset of, and included in, the Taxable Ordinary Dividends amount. |
(5) |
For the purposes of Section 1061 of the Internal Revenue Code, the "one-year amounts disclosure" and "three-year amounts disclosure" related to the capital gain distributions reported in box 2a are generally applicable to direct and indirect holders of "applicable partnership interests". |
W. P. Carey Inc.
Celebrating its 50th anniversary, W. P. Carey ranks among the largest net lease REITs with an enterprise value of approximately $22 billion and a well-diversified portfolio of high-quality, operationally critical commercial real estate, which includes 1,428 net lease properties covering approximately 175 million square feet and a portfolio of 84 self-storage operating properties, as of September 30, 2022. With offices in New York, London, Amsterdam and Dallas, the company remains focused on investing primarily in single-tenant, industrial, warehouse and retail properties located in the U.S. and Northern and Western Europe, under long-term net leases with built-in rent escalations.
Institutional Investors:
Peter Sands
1 (212) 492-1110
[email protected]
Individual Investors:
W. P. Carey Inc.
1 (212) 492-8920
[email protected]
Press Contact:
Anna McGrath
1 (212) 492-1166
[email protected]
SOURCE W. P. Carey Inc.
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