Nondividend distribution for AWI

Barbara L. Amick on

I received an amended tax form from TD Ameritrade that
changed our 145.35 4/10/12 dividend from Armstrong World
Industries, Inc (AWI) to 43.95 being a qualified dividend
and the rest, 101.40 as a nondividend distribution. I do
not know what distribution type to choose. Can anyone help?

Thanks,

Barbara Amick
Aardvark Investment Club

ira smilovitz on

This is a Return of Capital. You need to split the transaction into two pieces - a dividend of 43.95 and a return of capital of 145.36.

Ira Smilovitz

On Fri, Mar 1, 2013 at 3:46 PM, Barbara L. Amick <box1242@aol.com> wrote:

I received an amended tax form from TD Ameritrade that
changed our 145.35 4/10/12 dividend from Armstrong World
Industries, Inc (AWI) to 43.95 being a qualified dividend
and the rest, 101.40 as a nondividend distribution. I do
not know what distribution type to choose. Can anyone help?

Thanks,

Barbara Amick
Aardvark Investment Club

Linda Lee on

Ira, did you say this correctly? $145.36 is return of capital rather than $101.40?

From: ira smilovitz <ira.smilovitz@gmail.com>
To: club_cafe@bivio.com
Sent: Friday, March 1, 2013 1:31 PM
Subject: Re: [club_cafe] Nondividend distribution for AWI

This is a Return of Capital. You need to split the transaction into two pieces - a dividend of 43.95 and a return of capital of 145.36.

Ira Smilovitz

On Fri, Mar 1, 2013 at 3:46 PM, Barbara L. Amick <box1242@aol.com> wrote:

I received an amended tax form from TD Ameritrade that
changed our 145.35 4/10/12 dividend from Armstrong World
Industries, Inc (AWI) to 43.95 being a qualified dividend
and the rest, 101.40 as a nondividend distribution. I do
not know what distribution type to choose. Can anyone help?

Thanks,

Barbara Amick
Aardvark Investment Club

ira smilovitz on

Sorry, you are right. Only $101.40 is a return of capital.

Ira Smilovitz

On Sat, Mar 2, 2013 at 10:42 PM, Linda Lee <lindalee0@yahoo.com> wrote:

Ira, did you say this correctly? $145.36 is return of capital rather than $101.40?

From: ira smilovitz <ira.smilovitz@gmail.com>
To: club_cafe@bivio.com
Sent: Friday, March 1, 2013 1:31 PM
Subject: Re: [club_cafe] Nondividend distribution for AWI

This is a Return of Capital. You need to split the transaction into two pieces - a dividend of 43.95 and a return of capital of 145.36.

Ira Smilovitz

On Fri, Mar 1, 2013 at 3:46 PM, Barbara L. Amick <box1242@aol.com> wrote:
I received an amended tax form from TD Ameritrade that
changed our 145.35 4/10/12 dividend from Armstrong World
Industries, Inc (AWI) to 43.95 being a qualified dividend
and the rest, 101.40 as a nondividend distribution. I do
not know what distribution type to choose. Can anyone help?

Thanks,

Barbara Amick
Aardvark Investment Club

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