The Qualified Dividend Income report displays the holding period eligibility and values for qualified dividend income (QDI), defined as the dividends received from domestic corporations and certain foreign corporations that are taxable at lower rates than ordinary income. The receiver must satisfy holding period qualifications to be eligible for lower tax rates.
Advanced report views for this report include: ■ QDI
- QDI Summary
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- QDI Detail
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- QDI Income Failing the Holding Period
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- QDI Income Potentially Failing the Holding Period
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- QDI Transactions with QDI % Designation
To create the Qualified Dividend Income report: 1. From
- From the Accounting Center window, click Reporting in the left navigation.
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- Double click Investment Accounting, Compliance Reports, and Qualified Dividend Income.
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- You see the Qualified Dividend Income panel.
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- Complete the fields on the Qualified Dividend Income panel.
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- Click Submit.
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- Click Advanced Report or ClassicGrid Report for the report view you want.
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- The report results appear on your desktop for the view selected.