Taxable Dividend Payments

Post questions about how to use the planner, user inputs, how the planner works, and comments and suggestions.
Post Reply
hslewis
Posts: 1
Joined: Mon Mar 21, 2022 11:04 pm

Taxable Dividend Payments

Post by hslewis »

Hi,

I was wondering how to properly enter taxable dividend payments?

I noticed in additional cash flows there are fields for other income types but I assume the tax rate applied is for normal income and not at capital gains rates.

Thanks,
Steve
jimr
Posts: 821
Joined: Thu Feb 28, 2008 6:48 pm

Re: Taxable Dividend Payments

Post by jimr »

The planner doesn't break out dividends and capital gains separately, they're combined in the average return and standard deviation inputs and these gains are taxed at the investment tax rate.

Entering dividends separately as an additional inputs cash flow would end up double counting them.
Post Reply

Who is online

Users browsing this forum: Ahrefs [Bot] and 30 guests