2021 Tax Results

W. P. Carey Inc. (NYSE: WPC) announced the income tax treatment of dividends reported on Form 1099-DIV for 2021. Stockholders are encouraged to consult with their personal tax advisors as to their specific tax treatment of W. P. Carey dividends.

CUSIP92936U109

2021 Tax Results table
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)
12/31/20 1/15/21 $1.0460 $0.8301224 $0.0810954 $0.1347821 $0.0002643 $0.0593625 $0.0248808 $0.8298582 $0.0015509 $0.0015509
3/31/21 4/15/21 $1.0480 $0.8317097 $0.0812505 $0.1350399 $0.0002648 $0.0594760 $0.0249284 $0.8314449 $0.0015538 $0.0015538
6/30/21 7/15/21 $1.0500 $0.8332969 $0.0814055 $0.1352976 $0.0002653 $0.0595895 $0.0249759 $0.8330316 $0.0015568 $0.0015568
9/30/21 10/15/21 $1.0520 $0.8348841 $0.0815606 $0.1355553 $0.0002658 $0.0597030 $0.0250235 $0.8346183 $0.0015598 $0.0015598
  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".

Access Tax Information

Stockholders whose shares are held at W. P. Carey’s transfer agent, Computershare Inc., may access their 2021 or historical Form 1099-DIV or Form 1099-B via Computershare's Investor Center.

Stockholders whose shares were held in a brokerage account during 2021 will receive their tax information from their brokerage firm or custodian.

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Tax Strategy

W. P. Carey intends to continue to operate as a REIT and maintain its tax status as a REIT. Our tax policy is to comply with the tax laws and regulations in all of the countries in which we operate, while maintaining our REIT status and maximizing shareholder returns.

For more information about our approach to tax, access our Tax Strategy below.