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Definition

Qualified Dividend

A dividend taxed at capital gains rates rather than ordinary income rates.

Written by Jere Salmisto·Reviewed by CalcFi Editorial·Last verified: 2026-05-13
TL;DR

Qualified Dividend is A dividend taxed at capital gains rates rather than ordinary income rates. Used in tax.

What Is Qualified Dividend?

A qualified dividend is a dividend from a U.S. corporation or qualified foreign corporation that meets IRS holding period requirements, taxed at preferential long-term capital gains rates (0%, 15%, or 20%) instead of ordinary income rates (up to 37%). To qualify, you may want to hold the stock for more than 60 days within a 121-day window around the ex-dividend date. Most stock dividends are qualified; REITs, preferred stock, and certain mutual fund distributions typically don't qualify. The tax advantage of qualified dividends is significant—a $5,000 dividend taxed at 15% capital gains rate ($750) versus 37% ordinary rate ($1,850) saves $1,100. This is a major reason dividend-paying stocks are attractive for retirement accounts where dividends are tax-sheltered.

Related Terms

Dividend
A portion of company profits distributed to shareholders, usually quarterly.

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