IraS1@aol.com wrote:
> You should do what's right. How have you determined which is correct?
>  
> Ira Smilovitz
>  
>
> In a message dated 02/06/08 7:28:50 P.M. Eastern Standard Time,
> smith1129@bivio.com writes:
> E*Trade
>   has listed all of our dividends as qualified.  Bivio
> lists several of
>   them as not being qualified.
>
> Bivio seems to have it right.  Should
>   I just use what bivio
> says and list both qualified and non-qualified for
>   tax
> reporting and not match the broker
> statement?
>
>
>
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One instance was a purchase of 100 shares of C on 10/15/07
and then sale of all shares on 11/07/07 due to a stop sale.
A dividend of $54 was paid.  I believe this should be
non-qualified and bivio got it right.

The other was a $0.55 dividend from NOK that was not even
listed on the consolidated 1099.  It was held a very long
time and should be qualifed.

The other items were HD and MYL that I for some reason had
listed as not qualified on the information screen.  I fixed
that and these two problems went away.

I called E*Trade tonight and they said they would issue a
revised statement.

Thanks very much for replying to my query.

Dave