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Deductions & credits
Are you certain that both the RIC & Japan are 100% qualified only? TT initially asks for foreign Ordinary Dividends which includes both unqualified and qualified dividends. Schwab's year end summary takes Ordinary dividends and separates them into sections; unqualified and qualified. if the RIC & Japan both have qualified and unqualified dividends and most do, they will appear twice and if so the sum would be entered in the interview.
‎April 10, 2024
6:19 AM