Need more Distribution categories
[ Q2 03 - Q4 05 Archive ]
[ Current Message Board ]
[ Archives ]
[ Search ]
Posted by Linda
on April 03, 2005 at 18:33:59:
I would like to see more distribution options. As a REIT and ADR investor my dividends gets classifed into categories like; ordinary dividends, qualified dividends, section 1250 gains, long term capital gains, return of capital. There are other classifications like; foreign tax paid. FM has some of these categories like return of capital, but having the others would be nice. Basicly I like to see the same distribution catergories as in my brokerage 1099-DIV tax statement. I would also like to see an FM report, called 1099-DIV report, that duplicates what I get from my broker. That way I can easily compare what I enter into FM equals the 1099-DIV statement I receive from my broker. Thanks for listening,
Linda
Replies:
|