The Motley Fool Discussion Boards

Previous Page

Financial Planning / Tax Strategies

URL:  https://boards.fool.com/on-the-dividend-form-from-fidelity-the-amount-on-34394612.aspx

Subject:  Re: Section 199A Dividends Date:  1/25/2020  11:14 PM
Author:  Mike2020R Number:  130018 of 130716

On the dividend form from Fidelity. The amount on Line 5 should also be on line 1a or part of line 1a. Line 1b tells you if it's qualified. Just take the info directly from the 1099-Div form from Fidelity. If you are using Tax Software just go to the section on Dividends. If you are doing this on paper go to the IRS site and get the instructions for 1099-Div. Link - - www.irs.gov/pub/irs-pdf/i1099div.pdf

Best of luck.
Copyright 1996-2020 trademark and the "Fool" logo is a trademark of The Motley Fool, Inc. Contact Us