I use Fidelity Investments, and I imported in their tax data into my TT H&B Desktop return. It shows the total Ordinary Dividends, and the Qualifed Dividends. Our joint income is under the limits for where we should pay no income tax on the Qualified Dividends, but, TT does not make any adjustments on this.
Not sure if this is a bug in TT, or, if Fidelity did something incorrectly (I did delete the previous Fidelity import, and re-imported with the latest data, just to be safe).
Appreciate any guidance or assistance.
