As a Real Estate Investment Trust, W. P. Carey Inc. is required to distribute at least 90% of its taxable income to shareholders annually in the form of dividends. These dividends are reported to shareholders on a Form 1099-DIV. Typically, W. P. Carey Inc. reports ordinary dividends, a portion of which is likely to be qualified dividends, and capital gain distributions. These Form 1099-DIVs are generally mailed out to investors by January 31 following the end of the year.
Shareholders will receive a Form 1099-DIV, which investors will use to report any dividends and distributions paid to them for a given tax year. These forms should be mailed to investors by the end of January. If you have any questions regarding your tax forms or need to acquire tax information for a current year please contact your broker or, if you are a registered shareholder, contact Computershare Shareowner Services online at www.cpushareownerservices.com or by phone at 1-866-354-3485. If you would like to speak with the W. P. Carey Inc. Investor Relations group, please dial us at 1-800-972-2739.