AlanM71
Returning Member

Deductions & credits

Thanks for the reply - this helped to highlight the issue, which was that Fidelity's summary of the foreign income and taxes on the year-end tax reporting statement did not break out the qualified dividend amounts for one of the mutual funds reporting foreign-source income and taxes.  As a result, a portion of the qualified dividends (which were reported on the overall dividend summary) were not included in the foreign income summary.  Once I included those additional qualified dividends, I was able to proceed.  So, it pays to check the source.