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Financial Planning / Tax Strategies


Subject:  Diividend Question Date:  12/22/2010  3:53 PM
Author:  ORA100 Number:  111707 of 127513

I am doing some last minute tax planning for 2010 and just noticed a Closed End Fund I own in a taxable account declared a special dividend I was not expecting. It is payable Jan. 7,2011 to shareholders of record on Dec. 31,2010 with an ex-dividend date of 12/29/10. Will this dividend be reported for any taxable income or capital gains for the tax year 2010 or 2011?

Thanks for the great help.
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