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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.
March 24, 2025
12:29 PM