Tax information
Form 1099-DIV, dividends and distributions
Taxable distributions are reported to investors on Form 1099-DIV. The tax character of each year’s distribution as a percent of each year’s total distribution is listed below:
| 1099 Box | Box 1A | Box 1B | Box 2A | Box 2B | Box 3 | Box 5 |
|---|---|---|---|---|---|---|
| Year | Total ordinary dividends | Qualified dividends | Total capital gain distribution | Unrecaptured Section $1250 gain | Nondividend distributions (Return of capital) | Section 199A Dividends |
| 2023 | 100.00% | 0.97% | – | – | – | 99.03% |
| 2022 | 99.93% | 2.23% | 0.07% | – | – | 97.70% |
| 2021 | 98.21% | 3.75% | 1.79% | – | – | 94.46% |
| 2020 | 100.00% | 0.26% | – | – | – | 99.74% |
| 2019 | 100.00% | – | – | – | – | 100.00% |
| 2018 | 100.00% | – | – | – | – | 100.00% |
