Here is the link for estimated dividend income.https://personal.vanguard.com/us/insights/article/estimated-yearend-distributions-12072012
In the chart lets look at VGELX for which I have a few questions.
1. Vanguard indictaes the estimated dividend income is $2.25 per share. Lets assume one has 500 shares. That means the estimated dividend income is $1,125. In the column next to estimated dividend is a column "Estimated QDI" and in the case of VGELX, the number is 82%. Does that mean that 82% of $1,125 or $922.50 is the qualified dividend? Also, is the $922.50 taxed at15% for all except one in a 10% or 15% tax bracket (in that case the tax is 0)?
2. Can a qualified gain ($922.50) be offset by a short-term or long-term capital gain carry forward loss? My guess is no, because regardless that it is "qualified", it is still Income, which can't be offset by a capital loss.
Thanks for your thoughts.