[sorry, sent before finished]

 

Yes, you have to go through each transaction and enter the EX-DIVIDEND (not record) date. Fortunately, bivio can do this for you. When you go through the tax return interview, it will propose the ex-dividend date for each of your dividends. You can accept its guess or edit to the correct date if there's an error.

 

The information from the broker download is only a guess and it's subject to change based on other events that may have or may yet take place.

 

Ira Smilovitz

 

I was not talking about money market interest.  Even the
amount of dividends for individual stocks is different.  I
was thinking - do I have to manually go through each
dividend transaction and put in the record date.  I thought
that if the transaction said qualified it would record that
way.  Maybe not??