DaveF1006
Expert Alumni

Get your taxes done using TurboTax

Yes, you will select none of these apply unless you have specific information otherwise. The broker in a supplemental disclosure statement should report to you if any of this information is government interest. The reason why this is important is that if it is, it might not be taxable in the state where you live.

 

The second point is if you participated in  Employee Stock Ownership Plan at work and you took distributions from that. if you didn't, this doesn't apply.

 

If the supplemental disclosure statement mentions Some qualified dividends or section 199A dividends are from securities that didn't meet the required holding period, then you would need to check this box. if not, leave the box unchecked.

 

Lastly, if you received a statement with the broker's package regarding Section 1202 Small Business Stock, you would check this box.  If not, leave unchecked.

 

If none of these apply to you, then check this box.  The point is, unless these are mentioned in a disclosure form that came with your financial statements, then these do not apply.

 

@Yuppieswewe 

 

 

 

 

 

 

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