Form 1065 Schedule K-1 line 20: I can't enter a code Z for a SEC 199A dividend. It's not on the drop down list. This p'shp is just portfolio investments .
Is the Schwab Intelligent Portfolio Fair Fund Distribution recently mailed out as a settlement taxable, and should it be reported on 2022 tax forms and where?
I have a Charles Schwab brokerage account, and intelligent portfolios account, do these count as dividends from holding company stocks or shares?