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📚 What This Guide Covers

This guide explains how to add additional dividend items using the New Schedule B: Additional Dividend Statement.

⚠️ Before You Begin

Make sure you have the dividend information you need to report.

Step 1: Open the Additional Dividend Statement

On line 5a, use the payer link (F9) to open New Schedule B: Additional Dividend Statement.

Step 2: Add your dividend items

This form allows you to enter up to 50 items.

Step 3: If you have more than 50 items

If you have more than 50 items, copy the Additional Dividend Statement by using Shift + F10 to bring up a new schedule.

📞 Still Need Help?

If you are having trouble, contact our support team:

Phone: 1-800-516-9442

Or submit a support ticket