Thank you Thomas. This was very helpful.
I always input the data myself, so the suggestion that a 1099-DIV import from the broker may have caused this situation can be ruled out. I see that I did check the box that you highlighted in yellow above, but only because I had Section 199A dividends to report. Looking at the supplemental 1099-DIV, I see from the details that the very small amount was from a small cap value investment fund most likely related to dividends from REIT's held in this fund. All the qualified dividends that did not get reported because I had checked this box were from stocks that I had held for many years, which is why there was no mention of the 60 timing rule in the supplemental section of the 1099-DIV. My mistake was to check the box without realizing the nature of the section 199A dividends.
Now I need to file an amended return to recover the qualified dividend tax benefit that I did not receive because I checked the section 199A dividend box under uncommon situations.
Thank you again.
