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Investing - Theory, News & General • Anyone else surprised by how much non-qualified dividends their index funds paid out this year?

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Are you sure about that one? Vanguard says VTI kicked off 90.92% qualified dividends, so 9.08% must be non-qualified, right?

https://investor.vanguard.com/investor- ... &year=2024
The data on my 1099 calculates out to 3%. I'm sure. No, I can't explain the discrepancy.
I just looked at my 1099 and sure enough, only 90.9% of VTI dividends were qualified. About 6% of ordinary dividends were Section 199A, for which there is a QBI deduction.

Statistics: Posted by Hot Sauce — Sun Feb 02, 2025 10:40 pm — Replies 31 — Views 2726



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