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INDIANAPOLIS, Jan. 16, 2024 /PRNewswire/ -- Simon®, a real estate investment trust engaged in the ownership of premier shopping, dining, entertainment and mixed-use destinations, today announced 2023 year-end tax reporting information.
Simon Property Group, Inc. Common Stock CUSIP 828806109 Ticker Symbol: SPG | ||||||
% of | ||||||
Record 3/10/23 | Record 6/9/23 | Record 9/8/23 | Record 12/8/23 | Annual | ||
Dividend Dates | Pmt 3/31/23 | Pmt 6/30/23 | Pmt 9/29/23 | Pmt 12/29/23 | Totals | Total |
Total Distribution per Share | $ 1.800000 | $ 1.850000 | $ 1.900000 | $ 1.900000 | $ 7.450000 | |
Taxable Ordinary Dividends | $ 1.794560 | $ 1.844409 | $ 1.894258 | $ 1.894258 | $ 7.427485 | 99.7 % |
Qualified Dividends | $ 0.102747 | $ 0.105601 | $ 0.108455 | $ 0.108455 | $ 0.425258 | |
(included in | ||||||
Taxable Ordinary Dividends) | ||||||
Total Capital Gain Distribution (1) | $ 0.005440 | $ 0.005591 | $ 0.005742 | $ 0.005742 | $ 0.022515 | 0.3 % |
Unrecaptured Sec. 1250 Gain | $ 0.005440 | $ 0.005591 | $ 0.005742 | $ 0.005742 | $ 0.022515 | |
(included in | ||||||
Total Capital Gain Distribution) | ||||||
Nondividend Distributions | $ - | $ - | $ - | $ - | $ - | |
Section 199A Dividends (2) | $ 1.691813 | $ 1.738808 | $ 1.785803 | $ 1.785803 | $ 7.002227 | |
Section 897 Capital Gain | $ 0.005440 | $ 0.005591 | $ 0.005742 | $ 0.005742 | $ 0.022515 | |
Simon Property Group, Inc. 8.375% Series J Cumulative Redeemable Preferred Stock CUSIP 828806885 Ticker Symbol: SPGPrJ | ||||||
% of | ||||||
Record 3/17/23 | Record 6/16/23 | Record 9/15/23 | Record 12/15/23 | Annual | ||
Dividend Dates | Pmt 3/31/23 | Pmt 6/30/23 | Pmt 9/29/23 | Pmt 12/29/23 | Totals | Total |
Total Distribution per Share | $ 1.046875 | $ 1.046875 | $ 1.046875 | $ 1.046875 | $ 4.187500 | |
Taxable Ordinary Dividends | $ 1.043711 | $ 1.043711 | $ 1.043711 | $ 1.043711 | $ 4.174844 | 99.7 % |
Qualified Dividends | $ 0.059757 | $ 0.059757 | $ 0.059757 | $ 0.059757 | $ 0.239028 | |
(included in | ||||||
Taxable Ordinary Dividends) | ||||||
Total Capital Gain Distribution (1) | $ 0.003164 | $ 0.003164 | $ 0.003164 | $ 0.003164 | $ 0.012656 | 0.3 % |
Unrecaptured Sec. 1250 Gain | $ 0.003164 | $ 0.003164 | $ 0.003164 | $ 0.003164 | $ 0.012656 | |
(included in | ||||||
Total Capital Gain Distribution) | ||||||
Nondividend Distributions | $ - | $ - | $ - | $ - | $ - | |
Section 199A Dividends (2) | $ 0.983954 | $ 0.983954 | $ 0.983954 | $ 0.983954 | $ 3.935816 | |
Section 897 Capital Gain | $ 0.003164 | $ 0.003164 | $ 0.003164 | $ 0.003164 | $ 0.012656 | |
(1) | Pursuant to Treas. Reg. §1.1061-6(c), the Company reports that for purposes of Section 1061 of the Internal Revenue Code, the One Year Amounts Disclosure and the Three Year Amounts Disclosure are $0.00 with respect to direct and indirect holders of "applicable partnership interests." |
(2) | Under Section 199A, REIT dividends are eligible for a 20% deduction when received by eligible taxpayers. |
Please consult your tax advisor for proper tax treatment of the dividend distribution. | |
THIS INFORMATION REPRESENTS (check one):
X | FINAL INCOME ALLOCATIONS | |
ESTIMATED INCOME ALLOCATIONS | ||
About SimonSimon® is a real estate investment trust engaged in the ownership of premier shopping, dining, entertainment and mixed-use destinations and an S&P 100 company (Simon Property Group, NYSE: SPG). Our properties across North America, Europe and Asia provide community gathering places for millions of people every day and generate billions in annual sales.
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SOURCE Simon
