Holding Period and Qualified Dividends

[cEYLngjHHxUaxRLroBdP]

Hi all,

I opened a brokerage account late last year in November.  When filling out Turbo Tax it asks about qualified dividends from box 1b of the 1099-DIV, which is simple enough to plug in.  However on the next screen it asks about qualified dividends that in fact are from securities that did not meet the required holding period.  I read the "learn more" dialog and generally understand that I need to have held most stocks for at least 61 days during the 121-day period that begins 60 days before the ex-dividend date.

My question however is that since I've only owned these stocks/mutual funds since late November, does that mean that none of them actually qualify for the better tax rate?  Or is holding period strictly a measure of when I sell stocks/mutual funds?  I only bought and had my interest and dividend reinvest, I did not sell anything during last year.

Thanks in advance. 

[fanfare]

since it is now more than 61 days since November, you have met the requirement to report the dividend as qualified.

@cEYLngjHHxUaxRLroBdP 

[fanfare]

Note: some mutual funds generate dividends that are never qualified dividends.

You have to know your investments.

@cEYLngjHHxUaxRLroBdP