Income Categories

Income you receive from your investments may be classified into these categories in bivio.

You may need to reclassify your dividend entries when you do your taxes if the information shown on the bivio 1099-DIV review form does not agree with the distribution details shown on your 1099.

  • Foreign Taxes Withheld
  • Interest
  • Interest/Dividend Tax Free
  • Long Term Capital Gain
  • Ordinary Dividend

    Also called "Non-Qualified" dividends

  • Qualified Dividend
  • Return of Capital

    Also called "non-dividend" income. This amount reduces the cost basis of the investment.

  • Royalty Income
  • Short Term Capital Gain
  • Unrecaptured Section 1250 Gain

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