flopple
New Member

Business & farm

OK I used the technique presented by rogge1722 above and it works fine. Just be careful to click through to the worksheets "Forms" button in top right to ensure that there aren't errors. You'll want to link the custom 1099-DIVs to an 1116 Worksheet. Sometimes the worksheet will list i and j income (cap gains and collectibles). not sure why it does this but I just zero them out and ensure all dividend from 1099-div is attributed in the worksheet as a dividend from schedule B and is qualified. This is probably way too complicated for 99.99% of turbotax users but alas.