Tax Information

Tax Information

2019 Tax Results

W. P. Carey Inc. (NYSE: WPC) announced the income tax treatment of dividends reported on Form 1099-DIV for 2019. Stockholders are encouraged to consult with their personal tax advisors as to their specific tax treatment of W. P. Carey dividends.

CUSIP 92936U109
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)
12/31/18 1/15/19 (4) $0.7546 $0.5832924 $0.0034071 $0.1679045 $0.0101071 $0.0022126 $0.5731852
3/29/19 4/15/19 $1.0320 $0.7977135 $0.0046596 $0.2296270 $0.0138226 $0.0030260 $0.7838909
6/28/19 7/15/19 $1.0340 $0.7992594 $0.0046686 $0.2300720 $0.0138493 $0.0030318 $0.7854101
9/30/19 10/15/19 $1.0360 $0.8008054 $0.0046776 $0.2305170 $0.0138761 $0.0030377 $0.7869292
  1. Qualified Dividends is a subset of, and included in, the Taxable Ordinary Dividends amount.

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

  3. Section 199A Dividends is a subset of, and included in, the Taxable Ordinary Dividends amount.

  4. A portion of the $1.03 per share dividend paid on January 15, 2019 has been applied to the 2018 tax year. The remainder is taxable 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 2019 or historical Form 1099-DIV or Form 1099-B via Computershare's Investor Center.

Stockholders whose shares were held in a brokerage account during 2019 will receive their tax information from their brokerage firm or custodian.

 

Investor Contacts

Institutional Investors

Peter Sands
Executive Director
Head of Investor Relations
W. P. Carey Inc.
1 (212) 492-1110
Email

Capital Markets

Jeremiah Gregory
Managing Director
Head of Capital Markets
W. P. Carey Inc.
1 (212) 492-1135
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