QQQI & SPYI Dividend Taxes Explained for Beginners in 2026 (Retire on Dividends Efficiently)

🗞️ Subscribe for FREE to My ETF Newsletter ➤ https://substack.com/@marcosmillaetfs?utm_campaign=profile&utm_medium=profile-page This content is sponsored by NEOS Investments. The creator is compensated by NEOS to discuss NEOS ETFs. This content is for informational purposes only, and is not personalized investment, tax, or legal advice, and does not constitute an offer to buy or sell any security. Investing involves risk, including possible loss of principal. Before investing, carefully review the NEOS ETFs prospectus at neosfunds.com. QQQI & SPYI Dividend Taxes Explained for Beginners in 2026 (Retire on Dividends Efficiently). In this video, Garrett Paolella from NEOS Investments, a covered call etf firm that offers a wide range of ETFs to investors like IYRI, BTCI, QQQI, SPYI, IAUI, NEHI, NLSI, MLPI, CSHI, NIHI, QQQH, SPYH, BNDI, HYBI, XQQI, IWMI, XSPI, XBCI, and TLTI spent his time with us to discuss index options, section 1256 contracts, 19a-1 notices, return of capital (ROC), return of principal, dividend taxes on covered call etfs, and just a full educational guide on taxes on SPYI, QQQI and more! We also talk about why SPYI and QQQI don't use equity linked notes or ELN's for tax efficiency and so much more! All NEOS of these ETFs are for etf investing, dividend investing, long-term investing and or covered call etf investing. With so many etfs to invest in 2026, heres some to do your own research on for long-term buy and hold investing. I do hope you can take the time to SUBSCRIBE and LIKE this video 👍, PLEASE do have a fantastic day & always remember to do your own research before you buy any best etfs in 2026 or best etfs to buy now for etf investing. Always do your own research as this video is NOT investment advice and is for entertainment and educational purposes only. Please do your own extensive research because investing in ETFs as they involve high risk! ⏰Timestamps 0:00 Dividend Taxes on Covered Call ETFs 0:46 Components of Tax Efficiency in SPYI QQQI 3:05 NEOS Taxes for Retail vs Institutions 5:05 Index Options vs ELNs vs Swaps vs Single Stock Options 8:20 Return of Capital Explained (ROC) 11:05 What does a loss mean for Tax Loss Harvesting? 13:31 Selling a NEOS ETF less than 1 Year 16:33 1099 Dividend Explained 17:57 19a-1 Notices Explained 20:33 Pros vs Cons of 19a-1 Notices This content is for educational and entertainment purposes only. We are not registered financial advisors, investment professionals, or licensed to provide personalized financial or tax advice. Investing in high yield etfs or covered call etfs come with significant risk such as loss of principal capital, so please do your own due diligence. For business inquiries, you can reach me at 📲marcosmillabusiness@gmail.com Please Subscribe if you are interested in: #etfinvesting #dividendinvesting #dividends