Hal_Al
Level 15

After you file

For tax filing purposes, using TurboTax (TT), it's fairly simple. Ordinary dividends in shown in box 1a of form 1099-DIV and qualified dividends in box 1b. You just enter these at the 1099-Div screen and TT does the rest.

The Edward Jones' statement is a consolidated 1099.  Read it carefully; it follows the IRS forms 1099-Div, 1099-Int and 1099-B.  

The box 1b amount is already included in the box 1a amount. TT will prepare the "Qualified dividends and capital gains worksheet to tax the qualified dividends at long term capitals gains tax rates (sometimes at 0%)