You have to hold the shares at least 61 days if you want to claim the lower qualified dividend tax rate. The holding period calculation is tricky. To read the rest of this article, please sign in or register below.
Maximize your stock compensation gains and prevent mistakes!
Great content and award-winning tools!
Forgotten your user name and password? Click here and we will try to help you find it.
Question or comments? Email support or call (617) 734-1979.