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Equity Residential Reports 2024 Dividend Income Tax Treatment

1. Equity Residential reported its 2024 dividend tax allocations. 2. Total distribution for common shares is $2.6875 per share. 3. Preferred shares have a total distribution of $4.145 per share. 4. Investors advised to consult tax advisers on dividend implications. 5. Company owns 311 properties with 84,249 apartment units.

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Why Bullish?

The announced dividend distributions may attract investors seeking income, boosting EQR's price. Previous similar announcements led to increased investor interest.

How important is it?

The article's focus on dividends is crucial for income-focused investors in EQR.

Why Short Term?

Immediate focus on dividends will likely affect stock in the short term. Recent dividend payouts have historically shown short-term price reactions.

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EQRSPY
CHICAGO--(BUSINESS WIRE)--Equity Residential (NYSE: EQR) today reported the tax status of its 2024 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. 897OrdinaryDividends1 Sec. 897 Capital Gain2 Nondividend Distributions Sec. 199A Dividends1 Common Shares: 1/2/2024 1/12/2024 $0.662500 $0.377396 $0.000000 $0.285104 $0.110367 $0.000000 $0.285104 $0.000000 $0.377241 3/25/2024 4/12/2024 $0.675000 $0.384517 $0.000000 $0.290483 $0.112449 $0.000000 $0.290483 $0.000000 $0.384358 7/1/2024 7/12/2024 $0.675000 $0.384517 $0.000000 $0.290483 $0.112449 $0.000000 $0.290483 $0.000000 $0.384358 9/24/2024 10/11/2024 $0.675000 $0.384517 $0.000000 $0.290483 $0.112449 $0.000000 $0.290483 $0.000000 $0.384358 Total $2.687500 $1.530947 $0.000000 $1.156553 $0.447714 $0.000000 $1.156553 $0.000000 $1.530315   Preferred Shares Series K: 3/20/2024 4/1/2024 $1.036250 $0.590305 $0.000000 $0.445945 $0.172630 $0.000000 $0.445945 $0.000000 $0.590061 6/20/2024 7/1/2024 $1.036250 $0.590305 $0.000000 $0.445945 $0.172630 $0.000000 $0.445945 $0.000000 $0.590061 9/20/2024 9/30/2024 $1.036250 $0.590305 $0.000000 $0.445945 $0.172630 $0.000000 $0.445945 $0.000000 $0.590061 12/20/2024 12/31/2024 $1.036250 $0.590305 $0.000000 $0.445945 $0.172630 $0.000000 $0.445945 $0.000000 $0.590061 Total $4.145000 $2.361220 $0.000000 $1.783780 $0.690520 $0.000000 $1.783780 $0.000000 $2.360244   (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: 1/2/2024 1/12/2024 $0.285104 $0.016926 $0.013464 3/25/2024 4/12/2024 $0.290483 $0.017245 $0.013718 7/1/2024 7/12/2024 $0.290483 $0.017245 $0.013718 9/24/2024 10/11/2024 $0.290483 $0.017245 $0.013718 Total $1.156553 $0.068661 $0.054618   Preferred Shares Series K: 3/20/2024 4/1/2024 $0.445945 $0.026474 $0.021060 6/20/2024 7/1/2024 $0.445945 $0.026474 $0.021060 9/20/2024 9/30/2024 $0.445945 $0.026474 $0.021060 12/20/2024 12/31/2024 $0.445945 $0.026474 $0.021060 Total $1.783780 $0.105896 $0.084240 The Company did not incur any foreign taxes in 2024. Because the Company has not yet completed and filed its 2024 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 311 properties consisting of 84,249 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.

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