@JohnW222 wrote:
You can't determine that from the form itself. You may be able to find out by contacting the payer of Form 1099-DIV, but that may not be helpful.
In Box 5, Section 199A Dividends on page 4 of the Instructions for Form 1099-DIV, the IRS instructs the Form 1099-DIV preparer:
"Include REIT dividends (other than capital gain dividends and qualified dividends) for which it is impractical for the REIT to determine whether the recipient has met the holding period requirement described in Regulations section 1.199A-3(c)(2)(ii)."
In other words, Box 5 can include amounts that the payer has no idea about how they should be treated insofar as the holding period is concerned.
Thanks for you reply.
Am I right to say that it's impossible for me as the recipient of a 1099-DIV regarding a mutual fund where some part of its dividends were REIT to know if the holding periods were met, thus I should check the TurboTax box:
"Some qualified dividends or section 199A dividends are from securities that didn't meet the required holding period." regarding this 1099-DIV?
Or is it sufficient to look at my own holding periods for my securities of the mutual fund, and if they met the required holding period created by the fund's ex-dividends, then I can leave the box unchecked?
