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Qualified Dividend Income

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(@utretiredguy)
Active Member
Joined: 7 months ago
Posts: 3
Topic starter  

Newbie here.... I want to see the tax impact on ordinary vs. qualified dividends on my portfolio over time using different investment strategies. How does one set dividend income in a taxable account to be 100% Qualified Dividends vs. 100% Ordinary Dividends ? Currently it is showing me 50%/50% in the mock-up of the 1040 tax form ( BTW seeing the details in the tax form is very helpful ). appreciate any suggestions



   
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(@smatthews51)
Member Admin
Joined: 5 years ago
Posts: 1116
 

@utretiredguy On the Growth Taxation page you would specify your Ordinary Dividends as Interest.

Stuart



   
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