I transferred ROIC shares to a charity on December 13.The dividend was paid to the charity.I called Schwab on this. They checked and verified that apparently the transfer date and not the ex date applies to share transfers. I guess the dividend accrues to the shares and not the owner of the shares, or something.So my questions are: 1. Really?Beats me. 2. If this is the case, do I get credit for donating the dividend as well as the shares? Only if the dividend is erroneously included in your income on the 1099-DIV and you include it as income on your return. The special treatment of donated securities applies only to long-term cap gains. Pub 526.PhilRule Your Retirement Home Fool
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