When we receive dividends, how do I know if they are
Qualified Dividends or just Dividends. Also, a company paid
us a dividend that is tax exempt according to our broker of
more shares of stock rather than money. How do I record
this in Bivio?

Karen Wilson writes:
> When we receive dividends, how do I know if they are
> Qualified Dividends or just Dividends. Also, a company paid
> us a dividend that is tax exempt according to our broker of
> more shares of stock rather than money. How do I record
> this in Bivio?

The calculation is quite complex. At the end of the year, our
software will go through all your dividends, and tell you which are
qualified, and which aren't. You get to approve the settings in the
tax interview. It's only important to have that information then.

Rob