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Qualified Dividends
🔍 Qualified Dividends
This guide explains how to enter qualified dividends using the New Dividend Statement.
⚠️ Before You Begin
Make sure you are in your tax return and can access Schedule B.
📊 Step-by-Step Guide
Step 1: Open the New Dividend Statement
Use this when you need to enter qualified dividends in the correct place.
Go to the Schedule B, line 5a and link (F9) to the New Dividend Statement.
Step 2: Enter Qualified Dividends
Use this to make sure your qualified dividends are recorded in the right columns.
Enter the qualified dividends in the appropriate column of this statement.
Step 3: Get More Help (Optional)
Use this if you need additional details about the form.
See the F1 help for this form for more information.
📞 Still Need Help?
If you are having trouble, contact our support team:
Phone: 1-800-516-9442
Tags: federal,form