NEW YORK, Jan. 31, 2025 /PRNewswire/ -- W. P. Carey Inc. (W. P. Carey, NYSE: WPC) announced the income tax treatment of dividends reported on Form 1099-DIV for 2024. 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 2f
| 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 897
Capital
Gain(3)
| Section
199A
Dividends(4)
| Section 1061
One-Year
Amounts
Disclosure(5)
| Section 1061
Three-Year
Amounts
Disclosure(5)
|
12/29/2023
| 1/16/2024
| $0.8600000
| $0.7610916
| $0.0585543
| $0.0403541
| $0.0010442
| $0.0383228
| $0.0535645
| $0.7600474
| $0.0029650
| $0.0029650
|
3/28/2024
| 4/15/2024
| $0.8650000
| $0.7655165
| $0.0588947
| $0.0405888
| $0.0010503
| $0.0385456
| $0.0538759
| $0.7644663
| $0.0029823
| $0.0029823
|
6/28/2024
| 7/15/2024
| $0.8700000
| $0.7699415
| $0.0592351
| $0.0408234
| $0.0010563
| $0.0387684
| $0.0541873
| $0.7688851
| $0.0029995
| $0.0029995
|
9/30/2024
| 10/15/2024
| $0.8750000
| $0.7743664
| $0.0595756
| $0.0410580
| $0.0010624
| $0.0389912
| $0.0544987
| $0.7733040
| $0.0030167
| $0.0030167
|
|
|
|
| (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 897 Capital Gain is a subset of, and included in, the Taxable Capital Gain Distributions amount.
|
| (4)
| Section 199A Dividends is a subset of, and included in, the Taxable Ordinary Dividends amount.
|
| (5)
| For the purposes of Section 1061 of the Internal Revenue Code, the "one-year amounts disclosure" and "three-year amounts disclosure" related to the capital gain distributions reported in box 2a are generally applicable to direct and indirect holders of "applicable partnership interests".
|
W. P. Carey Inc.
W. P. Carey ranks among the largest net lease REITs with a well-diversified portfolio of high-quality, operationally critical commercial real estate, which includes 1,430 net lease properties covering approximately 172 million square feet and a portfolio of 78 self-storage operating properties as of September 30, 2024. With offices in New York, London, Amsterdam and Dallas, the company remains focused on investing primarily in single-tenant, industrial, warehouse and retail properties located in the U.S. and Northern and Western Europe, under long-term net leases with built-in rent escalations.
www.wpcarey.com
Institutional Investors:
Peter Sands
1 (212) 492-1110
institutionalir@wpcarey.com
Individual Investors:
W. P. Carey Inc.
1 (212) 492-8920
ir@wpcarey.com
Press Contact:
Anna McGrath
1 (212) 492-1166
amcgrath@wpcarey.com
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SOURCE W. P. Carey Inc.