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Financial Information
Stock Information
Governance
Tax Information
Tax Information
2018 Tax Results
W. P. Carey Inc. (NYSE: WPC) announced the income tax treatment of dividends reported on Form 1099-DIV for 2018. Stockholders are encouraged to consult with their personal tax advisors as to their specific tax treatment of W. P. Carey dividends.
| FORM 1099-DIV | Box 1a | Box 2a | Box 3 | Box 1b | Box 2b | Box 5 | ||
|---|---|---|---|---|---|---|---|---|
| Record Date | Payment Date | Distribution Per Share | Ordinary Dividends | Capital Gain Distributions | Nondividend Distributions | Qualified Dividends (1) | Unrecaptured Section 1250 Gain (2) | Section 199A Dividends (3) |
| 12/29/17 | 1/16/18 | $1.0100 | $0.8715873 | $0.1384127 | – | $0.0544876 | $0.0822517 | $0.8170997 |
| 3/29/18 | 4/16/18 | $1.0150 | $0.8759021 | $0.1390979 | – | $0.0547574 | $0.0826589 | $0.8211447 |
| 6/29/18 | 7/16/18 | $1.0200 | $0.8802169 | $0.1397831 | – | $0.0550271 | $0.0830661 | $0.8251898 |
| 10/1/18 | 10/15/18 | $1.0250 | $0.8845317 | $0.1404683 | – | $0.0552969 | $0.0834733 | $0.8292348 |
| 12/31/18 (4) | 1/15/19 | $0.2754 | $0.2376552 | $0.0377409 | – | $0.0148571 | $0.0224275 | $0.2227981 |
Qualified Dividends is a subset of, and included in, the Taxable Ordinary Dividends amount.
Unrecaptured Section 1250 Gain is a subset of, and included in, the Taxable Capital Gain Distributions amount.
Section 199A Dividends is a subset of, and included in, the Taxable Ordinary Dividends amount.
A portion of the $1.03 per share dividend paid on 1/15/19 has been applied to the 2018 tax year. The remainder will be taxed in 2019. Reallocations may not total Distribution Per Share due to rounding.
Access Tax Information
Stockholders whose shares are held at W. P. Carey’s transfer agent, Computershare Inc., may access their 2018 or historical Form 1099-DIV or Form 1099-B via Computershare's Investor Center.
Stockholders whose shares were held in a brokerage account during 2018 will receive their tax information from their brokerage firm or custodian.
Investor Contacts
Individual Investors
Investor Relations Department
1 (800) WP CAREY (972-2739)
Email
Transfer Agent
Computershare
W. P. Carey Inc.
Shareowner Services
PO Box 505000
Louisville, KY 40233-5000
1 (888) 200-8690
