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Iron Mountain Incorporated Announces Tax Treatment of 2024 Distributions

Iron Mountain Incorporated (NYSE: IRM), a global leader in information management services, today announced the tax treatment for all 2024 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 4, 2024

$0.650000

$0.536996

$0.000000

$0.000000

$0.000000

$0.000000

$0.113004

$0.536996

Apr 4, 2024

$0.650000

$0.536996

$0.000000

$0.000000

$0.000000

$0.000000

$0.113004

$0.536996

Jul 5, 2024

$0.650000

$0.536996

$0.000000

$0.000000

$0.000000

$0.000000

$0.113004

$0.536996

Oct 3, 2024

$0.715000

$0.590695

$0.000000

$0.000000

$0.000000

$0.000000

$0.124305

$0.590695

Totals

$2.665000

$2.201683

$0.000000

$0.000000

$0.000000

$0.000000

$0.463317

$2.201683

(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.

If you held common stock of Iron Mountain in your name at any time during 2024, 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 2024, 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 Incorporated (NYSE: IRM) is trusted by more than 240,000 customers in 60 countries, including approximately 95% of the Fortune 1000, to help unlock value and intelligence from their assets through services that transcend the physical and digital worlds. Our broad range of solutions address their information management, digital transformation, information security, data center and asset lifecycle management needs. Our longstanding commitment to safety, security, sustainability and innovation in support of our customers underpins everything we do.

To learn more about Iron Mountain, please visit www.IronMountain.com.

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