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Author: irasmilo Big gold star, 5000 posts Old School Fool Add to my Favorite Fools Ignore this person (you won't see their posts anymore) Number: of 121114  
Subject: Re: tax-free dividends? Date: 10/22/2012 8:16 PM
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The "Bush Tax Cuts" came along and temporarily (for 10+ years) replaced it. But guess what? That "super" long-term category (holding period greater than 5 years) was back when tax law changes didn't sunset, and it was never repealed. So, unless the law changes before then, that category is back as of 1/1/2013. Anyone who did that "deemed" sale back when will have satisfied the 5 year holding period and then some. I don't remember the rates, but IIRC it's a couple of percentage points lower than the ordinary LTCG rate.

Correct. The 5-year rates are 8% and 18%.

Ira
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