2024 Tax Results

W. P. Carey Inc. (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

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)
12/29/23 1/16/24 $0.8600000 $0.7610916 $0.0585543 $0.0403541 $0.0010442 $0.0383228 $0.0535645 $0.7600474 $0.0029650 $0.0029650
3/28/24 4/15/24 $0.8650000 $0.7655165 $0.0588947 $0.0405888 $0.0010503 $0.0385456 $0.0538759 $0.7644663 $0.0029823 $0.0029823
6/28/24 7/15/24 $0.8700000 $0.7699415 $0.0592351 $0.0408234 $0.0010563 $0.0387684 $0.0541873 $0.7688851 $0.0029995 $0.0029995
9/30/24 10/15/24 $0.8750000 $0.7743664 $0.0595756 $0.0410580 $0.0010624 $0.0389912 $0.0544987 $0.7733040 $0.0030167 $0.0030167

Access Tax Information

Stockholders whose shares are held at W. P. Carey’s transfer agent, Computershare Inc., may access their 2024 or historical Form 1099-DIV or Form 1099-B via Computershare's Investor Center.

Stockholders whose shares were held in a brokerage account during 2024 will receive their tax information from their brokerage firm or custodian.

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.