Dividend Income Tax Liability
Effortlessly track dividends and taxes across all your investment accounts, ensuring compliance and optimizing your tax strategy.
Dividend Tax Liability
Understand your dividend tax liability with ease. See both qualified and ordinary dividend tax liabilities at a glance.
Upcoming Dividend
helps to track dividend in advance
| Ticker | Ex-Dividend Date | Pay Date | Amount |
|---|---|---|---|
| SPY | 11/21/2024 | 11/21/2024 | $10 |
Distribution Risk
Distribution Risk is a powerful tool designed to help you rebalance your portfolio while minimizing dividend tax liabilities over the next year. By analyzing your current holdings and projected dividend distributions, it provides actionable insights into the optimal timing and strategy for rebalancing. This ensures you can achieve your financial goals while keeping tax liabilities low. The tool considers factors such as the timing of dividend payments, the tax treatment of different dividends.
Qualified Dividend Eligibility
You can view the list of your dividend which might be eligible for qualified dividend tax rates in future.
| Ticker | Open Date | Units | Ex-Dividend Date | Holding Period | Required Holding Period | Need To Wait |
|---|---|---|---|---|---|---|
| SPY | 11/21/2024 | 100 | 11/21/2024 | 10 | 60 | 50 |
| SPY | 11/21/2024 | 100 | 11/21/2024 | 10 | 60 | 50 |