There is discussion on the NAIC ICL about NCA allowing the
entry of ex-dividend dates for dividend payments so the
software can determine whether the dividend is eligible for
a lower tax rate based on the holding period of the stock
relative to the ex-dividend date.

I'm curious to know what bivio's plans are in this regard.

-Jim Thomas

Jim Thomas writes:
> There is discussion on the NAIC ICL about NCA allowing the
> entry of ex-dividend dates for dividend payments so the
> software can determine whether the dividend is eligible for
> a lower tax rate based on the holding period of the stock
> relative to the ex-dividend date.
>
> I'm curious to know what bivio's plans are in this regard.

Our database has ex-dividend dates so we'll pre-populate the dividend
form with this info. The tax interview software will automatically
prompt you to fill in the ex-dividend dates information--including
selecting whether the security qualifies or not.

Rob