Hi Amy,
Thank you for your reply - very helpful.
If the brokerage house is required to enter in box 1b and 5, only dividends from securities that meet the holding period requirement (qualified and REIT dividends, respectively), why does TurboTax ask the question in the Step-by-Step Mode if:
Some qualified dividends or Section 199A dividends are from securities that did not meet the holding period?
It seems to me that TurboTax is just making it more confusing or am I missing something?
