Foreign qualified dividend income worksheet
For each fund owned, refer to Box 1b of your Form 1099-DIV. Enter the amount in Box 1b next to the funds name below. Once you are finished, click Continue.
Note: You must subtract from the amount shown in Box 1b any dividends you received on shares for which you did not meet the 61-day holding period requirement.
You will need your total foreign qualified dividend income amount to complete IRS Form 1116. For more information, please see the instructions to IRS Form 1116.
To determine your individual tax situation, please consult your tax advisor.