Get your taxes done using TurboTax

1. Thank you maglib. I didn't enter dividend. I gave Turbotax my username and password to log in to my broker. So Turbotax auto import all data. I didn't see any hint/guideline/check box as you mentioned ("Some qualified dividends or Section 199A dividends are from securities that didn't meet the required holding period.").

2. After finish, I came back to Turbotax many time to looking for any way to enter non-qualified dividend but I couldn't find out any.

3. Look like this is limitation of Turbotax and it need to be upgrade. Turbotax said the user don't need to know any about tax, just follow its guideline to do. If so, for each dividend item, Turbotax should have a form so user can enter data to find out if it is qualify or not. Or Turbotax should have function to auto detect if qualified or not since all data relate to share, buying date, selling date available.