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 |
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% of |
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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 |
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Taxable Ordinary Dividends) |
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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 |
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Total Capital Gain Distribution) |
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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 |
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% 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 |
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ESTIMATED INCOME ALLOCATIONS |
About Simon
Simon® 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