Real Estate
How are REIT dividends taxed?
Quick Answer
Most REIT dividends are taxed as ordinary income at your marginal federal rate (up to 37%), not the lower qualified dividend rate. However, the 199A pass-through deduction lets you exclude 20% of REIT distributions through 2025.
Warren Team
Updated April 26, 2026
35
Warren Team
Updated April 26, 2026
35
Important Disclaimer:
The information provided is for educational purposes only and should not be considered as personalized financial advice. Warren is a registered investment advisor. Past performance does not guarantee future results. Please consult with a qualified financial advisor before making investment decisions.
Get Personalized Advice
Schedule a free 15-minute consultation with our fiduciary advisors
Book Free Consultation