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Returning Member
posted Apr 11, 2023 2:29:41 PM

My total Ordinary dividends are higher than qualified dividends due to non dividend distributions reducing the total ordinary distributions.

TurboTax Premier won't let me enter the total ordinary dividends because they are lower than my qualified dividends. Example: $100 total ordinary dividends and $100 of that is qualified dividends. But I received $100 non dividend distribution that reduces my total ordinary dividend down to $0 but my qualified dividends are still at $100, according to my 1099-div form from broker. Is this right or should the $100 non dividend distribution be subtracted from qualified dividends as well?

0 3 643
3 Replies
Expert Alumni
Apr 11, 2023 3:44:14 PM

The non-dividend distributions should not be included in ordinary dividends.  Based on your scenario, on your 1099-DIV, you should have $100 in Box 1a, $100 in Box 1b, and $100 in Box 3.  If you have something else, there is an error on your 1099-DIV.  I would enter it the way I described.  If you receive a letter from the IRS, you can respond with the detail of the dividend activity from your 1099-Composite.   

Returning Member
Apr 11, 2023 4:06:16 PM

The way it’s listed and calculate don the copy I received is as separate transactions. With the non dividend as a negative value in the total ordinary dividends. So transaction 1 is $100 total ordinary, $100 qualified. Then another transaction below that that shows $100 in non dividend, but -$100 in total ordinary. So the totals come up to 0 total ordinary, 100 qualified, 100 non-dividend. Making box 1a 0 and box 1b 100. Which i know is not possible. Do I just sum the positive numbers for the sum total ordinary? 

Expert Alumni
Apr 11, 2023 5:25:58 PM

That's what I would do.  By definition, you can't have $100 of qualified dividends unless you have at least $100 or ordinary dividends.