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Deductions & credits
Sorry, I'm not up on the details of Ord-vs-Qual dividends & holding period..... @Mike9241 may know the details.
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But if you have an actual 1099-DIV form from your account, you just use the 1a and 1b values shown........if the total is currently so small that they didn't actually issue a 1099-DIV, I would imagine that ~$10 in just 1a would not really affect your tax situation very much. It would just all be taxable.
____________*Answers are correct to the best of my knowledge when posted, but should not be considered to be legal or official tax advice.*
‎February 14, 2022
5:21 PM