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Get your taxes done using TurboTax
@ThomasM125 wrote:Since you didn't meet the 60 day holding period, you should enter $0 for the dividends that meet the 60 day holding period. You didn't hold the securities for 60 days, so they don't get qualified dividend treatment.
This is assuming I didn't have other holdings that did meet the holding requirement, correct?
Otherwise, it seems that the process of determining whether the holding requirement is met, as I specified above, is correct.
‎April 8, 2024
5:36 PM