REIT Tax Equivalent Distribution

Convert REIT distributions and return-of-capital impact into equivalent ordinary-taxed cash.

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Distribution Details

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Distribution Breakdown (%)

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Your Tax Rates

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Tax Analysis

After-Tax Distribution$826
Total Tax$174
Effective Tax Rate17.4%
Equivalent ordinary-taxed distribution$1,087
How it works›

Model and assumptions. Categories must total 100%. Ordinary and preferred tax rates determine after-tax cash. Its taxable equivalent is that after-tax cash divided by one minus the ordinary tax rate. Return of capital assumes sufficient basis and reduces basis; it is not permanently tax-free income. QBI deductions, NIIT, state tax and eventual sale tax are excluded. Use the actual tax classifications from the issuer.IRS Publication 550