I was trying to update my dividends to reflect those that are ordinary dividends vs qualified dividends. One fund is recorded as having all qualified dividends, but my 1099 indicates that a small portion is ordinary. In the past, I have split that out in the record. This year, for this fund, the drop down doesn't have Ordinary Dividend as an option. It has all the others. What could be causing this?
Thanks,
Amy
ira smilovitz on
You probably need to click on the "info" link in the list of investments for the fund and change the qualified dividend indicator to "not 100% qualified".
I was trying to update my dividends to reflect those that are ordinary dividends vs qualified dividends. One fund is recorded as having all qualified dividends, but my 1099 indicates that a small portion is ordinary. In the past, I have split that out in the record. This year, for this fund, the drop down doesn't have Ordinary Dividend as an option. It has all the others. What could be causing this?
You probably need to click on the "info" link in the list of investments for the fund and change the qualified dividend indicator to "not 100% qualified".
I was trying to update my dividends to reflect those that are ordinary dividends vs qualified dividends. One fund is recorded as having all qualified dividends, but my 1099 indicates that a small portion is ordinary. In the past, I have split that out in the record. This year, for this fund, the drop down doesn't have Ordinary Dividend as an option. It has all the others. What could be causing this?