2020 Tax Results

W. P. Carey Inc. (NYSE: WPC) announced the income tax treatment of dividends reported on Form 1099-DIV for 2020. Stockholders are encouraged to consult with their personal tax advisors as to their specific tax treatment of W. P. Carey dividends.

CUSIP92936U109

2020 Tax Results table
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)
12/31/19 1/15/20 $1.0380 $0.8254263 $0.2125737 $0.0000000 $0.0023123 $0.0502731 $0.8231140
3/31/20 4/15/20 $1.0400 $0.8270167 $0.2129833 $0.0000000 $0.0023168 $0.0503700 $0.8247000
6/30/20 7/15/20 $1.0420 $0.8286072 $0.2133929 $0.0000000 $0.0023212 $0.0504669 $0.8262859
9/30/20 10/15/20 $1.0440 $0.8301976 $0.2138024 $0.0000000 $0.0023257 $0.0505637 $0.8278719
  1. Qualified Dividends is a subset of, and included in, the TaxableOrdinary 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.

Access Tax Information

Stockholders whose shares are held at W. P. Carey’s transfer agent, Computershare Inc., may access their 2020 or historical Form 1099-DIV or Form 1099-B via Computershare's Investor Center.

Stockholders whose shares were held in a brokerage account during 2020 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.