taxable/non taxable dividends


Q

qazwsx

using ms money 2005. I am trying to get a report on my stocks showing the
total taxable dividends and the total non taxable divinends in two seperate
reports. I have my investment to show taxable and non taxable and i have
showen the correct tax form. the only report i can get is a report showing
total dividends (this shows all dividends taxable and not taxable togeather).
 
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C

Cal Learner-- MVP

using ms money 2005. I am trying to get a report on my stocks showing the
total taxable dividends and the total non taxable divinends in two seperate
reports. I have my investment to show taxable and non taxable and i have
showen the correct tax form. the only report i can get is a report showing
total dividends (this shows all dividends taxable and not taxable togeather).
Click to expand...
What report are you using?

What makes some dividends non-taxable? Is it that the securities are
held in a non-taxable account, or something else?
 
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