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Tax Information

Tax Information

2017 Tax Results

W. P. Carey Inc. (NYSE: WPC) has announced the income tax treatment of dividends paid in 2017. Stockholders are encouraged to consult with their personal tax advisors as to their specific tax treatment of W. P. Carey dividends.

CUSIP 92936U109
Record Date Payment Date Distribution Per Share Ordinary Dividends Capital Gain Distributions Nondividend Distributions Qualified Dividends (1) Unrecaptured Section 1250 Gain (2)
12/30/2016 1/13/2017 $ 0.990 $ 0.8072971 $ 0.0541205 $ 0.1285824 $ 0.0470283 $ 0.0143790
3/31/2017 4/17/2017 $ 0.995 $ 0.8113744 $ 0.0543939 $ 0.1292318 $ 0.0472659 $ 0.0144516
6/30/2017 7/14/2017 $ 1.000 $ 0.8154516 $ 0.0546672 $ 0.1298812 $ 0.0475034 $ 0.0145242
10/2/2017 10/16/2017 $1.005 $0.8195289 $0.0549405 $0.1305306 $0.0477409 $0.0145968
FORM 1099-DIV 1a 2a 3 1b 2b
  1. Qualified Dividends is a subset of, and included in, the 2017 Taxable Ordinary Dividends amount.

  2. Unrecaptured Section 1250 Gain is a subset of, and included in, the 2017 Taxable Capital Gain Distributions amount.

 

Access Tax Information

Stockholders whose shares are held at W. P. Carey’s transfer agent, Computershare Inc., may access their 2017 or historical Form 1099-DIV or Form 1099-B via Computershare's Investor Center.

Stockholders whose shares were held in a brokerage account during 2017 will receive their tax information from their brokerage firm or custodian.

 

Investor Contacts

Institutional Investors

Peter Sands
Director of Institutional IR
W. P. Carey Inc.
1 (212) 492-1110
Email

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