Thanks, you are correct. I missed it, at least in part, because the screen reads "this is uncommon", which I think is misleading, and because I thought the prompt had previously been in the NM state software. I hope this information proves to be useful to others.
Do these uncommon situations apply?
A portion of these dividends is U.S. Government interest. Learn more
I need to adjust these dividends or this is an ESOP distribution.
Some qualified dividends or section 199A dividends are from securities that didn't meet the required holding period. Learn more
I got a statement with Section 1202 info. Learn more
