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@kashblack1953 

 

....I see no dancing here...

 

For a 1099-DIV form, referring only to box 1a dividend amounts that are federally taxable, the Mutual Fund will lump all those security types together as one number for whatever they hold in whichever mutual funds you own that buys US securities & they won't list each type separately (They know the rules on which ones qualify)...and their % listings (you need to get the % listing from them) should specify what % of the dividends, that you received from each fund, qualifies as US Securities.   Then you calculate the exact amount for each one, total it and put in on that followup page.   Or put in nothing if you can' figure it out.

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That last one, "Interest from U.S. territories obligations"  I suspect would be listed separately as part of a 1099-DIV box 11 listing if they are Federally tax-exempt....but IF any US territories issue Federal taxable bonds, then those would be part of box 1a and would be handled as already noted..

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If you own individual bonds of any of those bond types, most of those dividends are handled separately as a part of a 1099-INT, and not a 1099-DIV.

____________*Answers are correct to the best of my knowledge when posted, but should not be considered to be legal or official tax advice.*