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Level 1
April 7, 2023
Question

How do I generate a detailed dividend schedule for each subtype of dividend?

  • April 7, 2023
  • 1 reply
  • 5 views
For example foreign qualified and non qualified dividends, foreign tax withheld on dividends, etc.  In otherwords, all the input categories on the dividend detail input screens
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1 reply

George4Tacks
Level 15
April 7, 2023

You need to create your own spreadsheet. Lacerte has something close to what you want, but even it is not as organized as what you are asking for. ProConnect does not have this. 

Answers are easy. Questions are hard!