My Betterment Supplemental Tax Form States "The amount of foreign sourced income included in Box 1a of your 1099-DIV is " where do I enter this amount?

[DaveF1006]

It depends. Usually there is not a section to enter foreign income in your 1099-DIV form itself. However, when 1099-DIV or other financial documents are sent, there are supplementary disclosure statements and the amounts of foreign income are reported in those statements. What the 1099-DIV does report is the amount of foreign tax paid and that is in Box 7 of the form. If you don't have these statements, you may need to contact the broker to obtain  the missing information.

To get to box 7 in the program, you need to select My form has information in more than just these boxes.

[eclipse543]

I know this is a little different question, but it does involve a 2021 supplemental tax reporting statement from Merrill. 

There were some 1099B transactions with a date of 01/25/22. The Turbo Tax program would not let me file my return - said all dates had to be by 12/31-21. So I changed the imported dates and filed. The Federal Govt. accepted my return, but there seems to be a problem with the  Turbo Tax program.

Thanks,

Bill

[DaveF1006]

Those transactions dated 01/25/2022 should have been reported on a 2022 Schedule B and reported in your next year's tax return. Turbo Tax was correct when it said all dates had to be by 12/31-21. I would suggest amending your 2021 return to delete those entries from the return to correctly report your2021 transactions. Save the supplemental tax reporting statement to report the 01/25/2022 transactions in 2022. 

To amend your 2021 return: 

1. Sign in to TurboTax. 
2. Scroll down to under Your tax returns & documents, 
3. Select Amend (change) 2021 return, 
4. Then Start amending my 2021 return. 
5. Then, select the reason you’re amending and follow the onscreen instructions.

@eclipse543