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Qualified Dividends
📚 What This Guide Covers
This article explains how to enter qualified dividends by using the Additional Dividend Statement from the Schedule B workflow.
⚠️ Before You Begin
You should be working in the Schedule B area where you can access line 5a and related statements.
📊 Step-by-Step Guide
Step 1: Open the Additional Dividend Statement
Go to the Schedule B, line 5a and link (F9) to the Additional Dividend Statement.
Step 2: Enter the qualified dividends
Enter the qualified dividends in the appropriate column of this statement.
See the F1 help for this form for more information.
❌ Common Errors
Make sure you are using the correct statement (Additional Dividend Statement) and that you enter qualified dividends into the appropriate column.
📞 Still Need Help?
If you are having trouble, contact our support team:
Phone: 1-800-516-9442
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