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Get your taxes done using TurboTax
Qualified dividends are a subset of non-qualified dividends.
If you allocate all of the non-qualified dividends to the beneficiaries, all of the qualified dividends will follow.
If you allocate part of the non-qualified dividends to the trust, then a proportional share of the qualified dividends will be allocated to the trust.
‎August 9, 2019
11:01 AM