- Mark as New
- Bookmark
- Subscribe
- Subscribe to RSS Feed
- Permalink
- Report Inappropriate Content
Deductions & credits
Yes. Your qualified div will be entered as part of the 1099-DIV entry. A U.S. REIT would also normally be a 1099-DIV. You could receive a 2439 instead - if the company chose to keep their long term gains and pay tax.
Any non-dividend distributions can be entered based on the form received.
If your return has more than listed above and becomes too complicated for Premier, the program will tell you to upgrade, a simple click and everything is instantly in the upgraded software.
Reference: About Publication 550, Investment Income and Expenses
**Say "Thanks" by clicking the thumb icon in a post
**Mark the post that answers your question by clicking on "Mark as Best Answer"
**Mark the post that answers your question by clicking on "Mark as Best Answer"
‎February 14, 2023
9:27 AM