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Get your taxes done using TurboTax
Now I'm confused. I see the note below on my Brokerage's 1099-DIV so I don't think Box 1 necessarily means all the dividends are qualified. The Box 1 entry only applies to the "issuer" not the fund holder. I would have to go back into my records and make sure I held the shares that generated the Dividend for the required holding period.
‎February 29, 2024
7:29 AM