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Report Foreign Dividends - what type of account is it

I am trying to Report Foreign Dividends in Turbotax Business.
Turbotax is asking: "These foreign dividends are from"


1. Mutual Fund / Regulated Investment Company (RIC)
2. Other Source.

 

My investments are in an SMA (separately managed account) brokerage account and are all stocks. Basically it is a 3rd party company managing all my stocks in one brokerage account.
Should I pick 1. or 2. above for my SMA account?

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1 Reply
MinhT1
Expert Alumni

Report Foreign Dividends - what type of account is it

You should choose 2. Other source

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