Short - term Capital Gains
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Are you overpaying on stock gains? 1 simple switch could mean paying lower taxes when selling (or none at all)
Yahoo Finance· 2026-01-09 19:45
PeopleImages / Shutterstock When you earn money, the IRS is usually entitled to a portion of it. Just as you pay taxes on wages, you also pay taxes when you make money from your investments. There are different ways your investment portfolio could increase your IRS bill. If you earn interest payments on bonds, those may be subject to taxes. If you own dividend stocks, dividends can be taxable, too. You can also end up owing the IRS money when you sell an investment at a higher price than you initially ...
Cohen & Steers Quality Income Realty Fund, Inc. (RQI) Notification of Sources of Distribution Under Section 19(a) - Cohen & Steers (NYSE:CNS), COHEN & STEERS QUALITY (NYSE:RQI)
Benzinga· 2025-09-29 21:35
Core Viewpoint - The press release provides shareholders of Cohen & Steers Quality Income Realty Fund, Inc. with details regarding the distribution to be paid on September 30, 2025, and cumulative distributions for the fiscal year to date [1] Distribution Policy - The Fund has a managed distribution policy since December 2012, aiming to deliver long-term total return potential through regular monthly distributions at a fixed rate per common share [2] - This policy allows the Fund to realize long-term capital gains throughout the year and distribute them regularly, although it can be amended or suspended by the Board of Directors [2] Distribution Sources - Monthly distributions may include long-term capital gains, short-term capital gains, net investment income, and/or return of capital for federal income tax purposes [3] - Return of capital reduces a shareholder's tax basis in their shares and is not taxable [3] Distribution Estimates - For September 2025, the estimated distribution per share is $0.0800, with the following breakdown: - Net Investment Income: $0.0542 (67.75% of current distribution) - Net Realized Short-Term Capital Gains: $0.0000 (0.00%) - Net Realized Long-Term Capital Gains: $0.0258 (32.25%) - Return of Capital: $0.0000 (0.00%) [7] Year-to-Date Performance - Year-to-date cumulative total return for fiscal year 2025 (January 1, 2025, to August 31, 2025) is 6.27% [10] - Cumulative distribution rate for the same period is 5.56% [10] Five-Year Performance - Average annual total return for the five-year period ending August 31, 2025, is 8.58% [11] - Current annualized distribution rate for 2025 is 7.41% [11] Tax Reporting - Shareholders will receive a Form 1099-DIV for the calendar year to report distributions for federal income tax purposes [8][13]