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Retirement tax questions
You can call the issuer to verify that all dividenda are qualified. If so, enter the same amount in Box 1a.
From 1099-DIV instructions.
Box 1a. Shows total ordinary dividends that are taxable. Include this amount on
the “Ordinary dividends” line of Form 1040 or 1040-SR. Also report it on
Schedule B (Form 1040), if required.
Box 1b. Shows the portion of the amount in box 1a that may be eligible for
reduced capital gains rates
January 28, 2023
11:07 AM