3504938
You'll need to sign in or create an account to connect with an expert.
You need to actually select the learn more button, It explains the holding period for most stock, preferred stock and Sec 199A (REIT) dividends. Compare your investment to the rules. If all of your 199A dividends meet the rules under learn more, select none of these apply.
I will give a tentative answer to my own question. I'm going to proceed with my tax return, assuming that TurboTax is asking about MY holding period for my mutual fund, not the holding period(s) that my mutual fund had for its various company shares.
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.
Still have questions?
Questions are answered within a few hours on average.
Post a Question*Must create login to post
Ask questions and learn more about your taxes and finances.
tpburrows
New Member
Macf1
New Member
makishahollan
New Member
BobTT
Level 1
neekycliffe
New Member