Substitute Payments and Your 1099
One quarterly dividend on 1,000 shares, at a qualified rate versus an ordinary ratetable ·
2026-09-27 · 8×6
Calendar days from ex-dividend date to payable date, most recent dividendranking ·
2026-09-27 · 8×4
Days to cover at each short interest settlement, AAPL against KOtable ·
2026-09-27 · 36×3
Share of reported volume marked short, trailing four monthsranking ·
2026-09-27 · 8×3
One quarterly dividend on 1,000 shares, at a qualified rate versus an ordinary rate
One quarterly dividend on 1,000 shares, at a qualified rate versus an ordinary rate
| ticker | ex_dividend_on | gross_payment | after_tax_qualified | after_tax_ordinary | gap_dollars |
|---|---|---|---|---|---|
| CVX | Aug 19, 2026 | 1780 | 1513 | 1352.8 | 160.2 |
| JNJ | Aug 25, 2026 | 1340 | 1139 | 1018.4 | 120.6 |
| PG | Jul 24, 2026 | 1088.5 | 925.22 | 827.26 | 97.96 |
| XOM | Aug 17, 2026 | 1030 | 875.5 | 782.8 | 92.7 |
| MSFT | Aug 20, 2026 | 910 | 773.5 | 691.6 | 81.9 |
| VZ | Jul 10, 2026 | 707.5 | 601.38 | 537.7 | 63.68 |
| KO | Sep 15, 2026 | 530 | 450.5 | 402.8 | 47.7 |
| AAPL | Aug 10, 2026 | 270 | 229.5 | 205.2 | 24.3 |
the exact SQL behind every number
SELECT
ticker,
formatDateTime(max(ex_dividend_date), '%b %e, %Y') AS ex_dividend_on,
round(1000 * toFloat64(argMax(cash_amount, ex_dividend_date)), 2) AS gross_payment,
round(1000 * toFloat64(argMax(cash_amount, ex_dividend_date)) * 0.85, 2) AS after_tax_qualified,
round(1000 * toFloat64(argMax(cash_amount, ex_dividend_date)) * 0.76, 2) AS after_tax_ordinary,
round(1000 * toFloat64(argMax(cash_amount, ex_dividend_date)) * 0.09, 2) AS gap_dollars
FROM global_markets.stocks_dividends
WHERE ticker IN ('AAPL', 'MSFT', 'KO', 'JNJ', 'XOM', 'CVX', 'VZ', 'PG')
AND ex_dividend_date >= today() - 200
AND ex_dividend_date <= today()
AND cash_amount > 0
GROUP BY ticker
ORDER BY gross_payment DESC
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