I have two 1099 composites with foreign income and taxes paid. One of them (TD) shows the breakout of foreign dividends between qualified and non-qualified. The Schwab 1099 does not have that level of detail. It shows detail between qualified and non-qual (for all funds, domestic and international) and it has a Foreign Tax Paid and Income Summary that only shows total dividends (no qual vs non-qual breakdown).
I am being asked for the amount of qualified foreign dividends while completing the Foreign Tax Credit Computation Worksheet.
I will check with Schwab but was wondering if anyone else has run into this?