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I own some shares of a REIT (MFA) whose Q4 2004 dividend had a record date of 12/27/2004 and a pay date of 1/31/2005. Should that dividend appear on my 2004 or 2005 1099-DIV?

Thanks,
Brian
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>> I own some shares of a REIT (MFA) whose Q4 2004 dividend had a record date of 12/27/2004 and a pay date of 1/31/2005. Should that dividend appear on my 2004 or 2005 1099-DIV? <<

2004.

DOn't you love paying 2004 taxes on money you don't even get until 2005?

#29
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>> 2004.

DOn't you love paying 2004 taxes on money you don't even get until 2005?
<<

Actually, I know this is true of mutual funds. Not certain for individual securities -- that may be 2005, I'm not sure.

#29
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>> 2004.

DOn't you love paying 2004 taxes on money you don't even get until 2005? <<

Actually, I know this is true of mutual funds. Not certain for individual securities -- that may be 2005, I'm not sure.


True for REITs as well. Not true for common stocks.

Ira

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True for REITs as well. Not true for common stocks.

Ok, I was almost sure the pay date determined the 1099 year for stocks, so having a 1/31/5 dividend reported on a 2004 1099-DIV surprised me. Guess I should have realized being a REIT could be the difference.

Thanks,
Brian
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