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Equity Residential Reports 2023 Dividend Income Tax Treatment

Equity Residential (NYSE: EQR) today reported the tax status of its 2023 dividends paid to shareholders. The final allocations as they will be reported on Form 1099-DIV are in the tables below:

Record Date Payable Date Total Distribution

Per Share
Box 1a Total Box 1b Box 2a Box 2b Box 2e Box 2f Box3 Box 5
Ordinary

Dividends
Qualified

Dividends1
Total Capital

Gain Distr.
Unrecap Sec.

1250 Gain2
Sec. 897

Ordinary

Dividends1
Sec. 897

Capital Gain2
Nondividend

Distributions
Sec. 199A

Dividends1
Common Shares:
1/3/2023 1/13/2023

$0.625000

$0.444201

$0.000015

$0.180799

$0.042384

$0.000000

$0.180799

$0.000000

$0.444186

3/27/2023 4/14/2023

$0.662500

$0.470853

$0.000016

$0.191647

$0.044927

$0.000000

$0.191647

$0.000000

$0.470837

6/26/2023 7/14/2023

$0.662500

$0.470853

$0.000016

$0.191647

$0.044927

$0.000000

$0.191647

$0.000000

$0.470837

9/26/2023 10/13/2023

$0.662500

$0.470853

$0.000016

$0.191647

$0.044927

$0.000000

$0.191647

$0.000000

$0.470837

Total

$2.612500

$1.856760

$0.000063

$0.755740

$0.177165

$0.000000

$0.755740

$0.000000

$1.856697

 
Preferred Shares Series K:
3/20/2023 3/31/2023

$1.036250

$0.736485

$0.000025

$0.299765

$0.070272

$0.000000

$0.299765

$0.000000

$0.736485

6/16/2023 6/30/2023

$1.036250

$0.736485

$0.000025

$0.299765

$0.070272

$0.000000

$0.299765

$0.000000

$0.736485

9/19/2023 10/2/2023

$1.036250

$0.736485

$0.000025

$0.299765

$0.070272

$0.000000

$0.299765

$0.000000

$0.736485

12/22/2023 1/2/2024

$1.036250

$0.736485

$0.000025

$0.299765

$0.070272

$0.000000

$0.299765

$0.000000

$0.736485

Total

$4.145000

$2.945940

$0.000100

$1.199060

$0.281088

$0.000000

$1.199060

$0.000000

$2.945940

 
(1) - These amounts are a subset of the amounts in Box 1a.
(2) - These amounts are a subset of the amounts in Box 2a.
 
Pursuant to Treas. Reg. §1.1061-6(c), Equity Residential is disclosing below two additional amounts for purposes of Section 1061 of the Internal Revenue Code.
Section 1061 is generally applicable to direct and indirect holders of "applicable partnership interests."
 
The amount of Box 2a Capital Gains not included in the two additional amounts below are Section 1231 gains, which are not considered for purposes of Section 1061.
Record Date Payable Date Form 1099-DIV

Box 2a
One Year

Amounts
Three Year

Amounts
Total Capital Gain

Distr. Per Share
Disclosure

Per Share
Disclosure

Per Share
Common Shares:
1/3/2023 1/13/2023

$0.180799

$0.009811

$0.009738

3/27/2023 4/14/2023

$0.191647

$0.010400

$0.010323

6/26/2023 7/14/2023

$0.191647

$0.010400

$0.010323

9/26/2023 10/13/2023

$0.191647

$0.010400

$0.010323

Total

$0.755740

$0.041011

$0.040707

 
Preferred Shares Series K:
3/20/2023 3/31/2023

$0.299765

$0.016267

$0.016146

6/16/2023 6/30/2023

$0.299765

$0.016267

$0.016146

9/19/2023 10/2/2023

$0.299765

$0.016267

$0.016146

12/22/2023 1/2/2024

$0.299765

$0.016267

$0.016146

Total

$1.199060

$0.065068

$0.064584

 

The Company did not incur any foreign taxes in 2023.

Because the Company has not yet completed and filed its 2023 tax returns, the income tax allocation information provided above is based on the best available information to date.

Shareholders are encouraged to consult their own tax advisers as to the federal, state and local income tax consequences of these dividends.

About Equity Residential

Equity Residential is committed to creating communities where people thrive. The Company, a member of the S&P 500, is focused on the acquisition, development and management of residential properties located in and around dynamic cities that attract affluent long-term renters. Equity Residential owns or has investments in 302 properties consisting of 80,191 apartment units, with an established presence in Boston, New York, Washington, D.C., Seattle, San Francisco and Southern California, and an expanding presence in Denver, Atlanta, Dallas/Ft. Worth and Austin. For more information on Equity Residential, please visit our website at www.equityapartments.com.

Contacts

Marty McKenna

(312) 928-1901

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