@dmertz
I am in the same boat this year (for 2024 tax return!). Most of my capital gain distributions are in the fourth quarter. It is also true for dividends although in a less degree. I just want to make sure that in form 2210, I should report the dividends and capital gain distributions in the months, in which they are distributed. For example, if a dividend is distributed in May, it should be included in the AGI of the second period (April-May). Maybe this is obvious, but because it is first time that I use the AI schedule of 2210, I just want to make sure.
Thanks in advance for your help!
