Nonqualified dividends
Nonqualified dividends also known as ordinary dividends, are dividends that do not qualify for lower tax rate base on the IRS’s requirements.
Nonqualified dividends small list.
- Money Market accounts
- Real estate investment trust -REIT
- Employee stock options
- Special one time dividends
- Master limited partnerships
- Tax exempt companies
- Options, such as call and pull.
That’s it
Now, start and adjust as you go