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Well, I didn't come up with the reference to Schedule J on my own. My confusion about Accumulation Distribution took me down that rabbit hole. Now on the Interest and Dividend worksheet I have 0 of either, but it is showing 60, 75 and 100 under Box 5 which seems to lead the answer to 1 on Schedule G, Other Information, to be Yes which is incorrect. Any suggestions?
‎April 11, 2025
4:18 PM