Iron Mountain Incorporated Announces Tax Treatment of 2023 Distributions
26 Gennaio 2024 - 1:00PM
Business Wire
Iron Mountain Incorporated (NYSE: IRM), a global leader in
information management, innovative storage, data center
infrastructure, and asset lifecycle management, today announced the
tax treatment for all 2023 distributions on its common stock.
Form 1099 Box 1a
Form 1099 Box 1b
Form 1099 Box 2a
Form 1099 Box 2b
Form 1099 Box 2f
Form 1099 Box 3
Form 1099 Box 5
Payment Date
Total Distribution
Ordinary Taxable
Dividend
Qualified Taxable Dividend
(1)
Total Capital Gain
Distribution
Unrecaptured Sec. 1250 Gain
(2)
Section 897 Capital Gain
(2)
Return of Capital
Section 199A Dividend
(1)
($ per share)
($ per share)
($ per share)
($ per share)
($ per share)
($ per share)
($ per share)
($ per share)
Jan 5, 2023 (3)
$0.498146
$0.493098
$0.004086
$0.000000
$0.000000
$0.000000
$0.005048
$0.489012
Apr 5, 2023
$0.618500
$0.612233
$0.005073
$0.000000
$0.000000
$0.000000
$0.006267
$0.607160
Jul 6, 2023
$0.618500
$0.612233
$0.005073
$0.000000
$0.000000
$0.000000
$0.006267
$0.607160
Oct 5, 2023
$0.650000
$0.643413
$0.005331
$0.000000
$0.000000
$0.000000
$0.006587
$0.638082
Totals
$2.385146
$2.360977
$0.019563
$0.000000
$0.000000
$0.000000
$0.024169
$2.341414
(1)
Qualified Taxable Dividend and Section
199A Dividend are subsets of, and included in, Ordinary Taxable
Dividend.
(2)
Unrecaptured Section 1250 Gain and Section
897 Capital Gain are subsets of, and included in, Total Capital
Gain Distribution.
(3)
Cash distributions paid on January 5, 2023
with a record date of December 15, 2022 were $0.618500 per share,
of which $0.120354 per share has been treated as a 2022
distribution and $0.498146 per share has been treated as a 2023
distribution for federal income tax purposes. Pursuant to Internal
Revenue Code Section 857(b)(9), a portion of these distributions
made in January were required to be included in the taxpayer's 2022
taxable income. The remaining amount is subject to taxation in
2023.
If you held common stock of Iron Mountain in your name at any
time during 2023, an IRS Form 1099-DIV will be provided to you by
Computershare, Iron Mountain’s transfer agent. If you held shares
in “street name” during 2023, the IRS form provided by your bank,
brokerage firm or nominee may report only the gross distributions
paid to you. Therefore, you may need the information included in
this press release to properly complete your federal tax
return.
Please note that federal tax laws affect taxpayers differently,
and we cannot advise you on how distributions should be reported on
your federal income tax return. Please also note that state and
local taxation of REIT distributions vary and may not be the same
as the federal treatment.
About Iron Mountain
Iron Mountain (NYSE: IRM) is a global leader in information
management, innovative storage, data center infrastructure, and
asset lifecycle management. Founded in 1951 and trusted by more
than 225,000 customers worldwide, Iron Mountain serves to protect
and elevate the power of our customers’ work. Through a range of
offerings including digital transformation, data centers, secure
records storage, information management, asset lifecycle
management, secure destruction, and art storage and logistics, Iron
Mountain helps businesses bring light to their dark data, enabling
customers to unlock value and intelligence from their stored
digital and physical assets at speed and with security, while
helping them meet their environmental goals.
To learn more about Iron Mountain, please visit:
www.IronMountain.com and follow @IronMountain on X (formerly
Twitter) and LinkedIn.
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version on businesswire.com: https://www.businesswire.com/news/home/20240126388278/en/
Investor Relations Contact:
Gillian Tiltman SVP, Head of Investor Relations
Gillian.Tiltman@ironmountain.com (617) 286-4881
Erika Crabtree Manager, Investor Relations
Erika.Crabtree@ironmountain.com (617) 535-2845
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