Re: Qualified vs. Ordinary Dividends

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Posted by Mark on August 12, 2006 at 18:54:23:

In Reply to: Qualified vs. Ordinary Dividends posted by Steve on August 12, 2006 at 16:32:12:

: For tax purposes, it would be useful if this software distinguished between qualified and ordinary dividends, which, so far as I can tell, it does not. Is that correct?

Hi Steve,

Thanks for the idea. You are correct, there is no built-in feature to distinguish between qualified and ordinary dividends. One idea for you is to use the "Other" distribution type to record the qualified dividends. This way you can easily see how much were qualified and how much were ordinary. In the future hopefully we can expand the choices, and include a 'qualified dividend' distribution type.

Thanks,
Mark
--
Fund Manager - Portfolio Management Software

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