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Financial Information
Stock Information
Governance
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.
| 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 |
Qualified Dividends is a subset of, and included in, the 2017 Taxable Ordinary Dividends amount.
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
