rogge, I'm not sure what you're trying to say and it looks like you copied and pasted it from a question someone else had. It doesn't really provide an answer for this field.
I'm assuming that TurboTax is supposed to calculate a number and put it in the "Qual Div and LT Cap Gains" field for me based on my answers to interview questions earlier. (I consider it a TurboTax bug if we're just thrown into the underlying worksheets at the end and told there's an error, when there's nothing I didn't fill in during the interview.) The worksheet field is empty and there's no guidance as to how that field should have been calculated.
I'm assuming it comes from the "Foreign dividends received" field in the "Tell us about your foreign dividends" page. On this page, it says "You entered $XXX of foreign taxes paid. Now enter the portion of the $XXXX dividends and distributions that was from a foreign country or U.S. possession." The corresponding help screen says "The dividends in box 1a of your 1099-DIV may include income from a foreign country. One sure way to tell is if you see any foreign tax in box 7.
To determine what portion of box 1a consists of foreign dividends, examine the paperwork that came with your 1099-DIV. There should be a details section that lists the income that was subject to foreign tax, the tax amount, and the country or countries it was paid to."
My paperwork does list out foreign vs non-foreign dividends. I added up the dividends that were foreign and put them in the box on this screen. Note that the wording on the page and help text implies that this is *all* dividends since it says 1a - it doesn't say anything about just qualified.
Now, I do have three separate 1099-DIVs because I have three investment accounts. So the screen comes up three separate times and I've entered the corresponding foreign dividend amount in each of the screens. Every transaction is listed as country=Various.
On the 1116 error screen, it looks like turbotax put the the sum of those three numbers I entered into 1c, 1f, and 1g.
The paperwork I got does list which income is qualified vs unqualified. So is this 1h box supposed to just have the sum of foreign dividends that is listed as qualified?
In other words - I didn't enter anything wrong during the interview, and turbotax just failed for some reason to ask this question during the interview?
