Hi Mark,
Regarding the foreign tax. I always recorded them as negative distributions, because I want to be able to check the amount of tax related to the dividends I received for every stock.
But, I do not want them to lower my investment performance, as the tax authorities will refund them to me (in most cases). Also, I use the S&P 500 as a benchmark for my performance and this index is computed using a real return, that is both accounting for stock price changes and dividend payments (total return index). So, because of the foreign tax my performance is not completely comparable with the widely used S&P 500 benchmark.
It would be great if you could choose a distribution label for foreign tax that does not impact your investment performance. The current label you can use if you want your performance to be lowered with the foreign tax, for example for those taxes that your tax authorities will not refund to you.
Or do you have other suggestions regarding my topic?
Thanks.