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Federal adjustments to dividends


📚 What This Guide Covers

This guide shows where to connect the additional dividend statement so your Schedule B information is entered correctly.

📊 Step-by-Step Guide

Step 1: Link the Schedule B line

On Schedule B, under line 5, Payer A, link (press F9) to the new Schedule B: Additional Dividend Statement. This statement has columns for Nominee (N) and Capital Gain, Federal withholding, and more.

Step 2: Get help if you need details

See F1 Help for the statement, or refer to the Schedule B for more information.

📞 Still Need Help?

If you are having trouble, contact our support team:

Phone: 1-800-516-9442

Or submit a support ticket



Tags: federal,form