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Investors & landlords
TurboTax is asking about your holding period. The following explanation appears in the "Learn More" link that appears next to the option regarding some qualified dividends being from securities not meeting the holding period:
For most stock, including stock held in mutual funds, the holding period is at least 61 days during the 121-day period that begins 60 days before the ex-dividend date (the date you must have owned stock to get a dividend).
An example also appears, along with further information for preferred stock and REIT dividends.
Please see this tax tips article for more information.
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March 9, 2025
5:32 PM