Tax Playbook · Investment tax wins
Qualified dividends
Qualified dividends use the lower 0%, 15%, or 20% tax rates. You usually must hold the stock for more than 60 days around the dividend date. At a 15% rate, a $10,000 dividend costs $1,500 in tax instead of $2,400 in the 24% bracket.
Good for: Anyone who owns dividend-paying stocks.
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Recent articles & guides
- Fidelity: Qualified dividends
- The Motley Fool: How dividends are taxed (2025-2026)
- Fidelity: How dividends are taxed, 2026 rates
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Educational summary, not tax advice. Limits and rules change — confirm current law with your tax adviser.