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 Summary
- QDI Detail
- QDI Income Failing the Holding Period
- QDI Income Potentially Failing the Holding Period
- QDI Transactions with QDI % Designation
To create the Qualified Dividend Income report:
- In Accounting Center, in the left navigation pane, click Reports > Compliance Reports > Dividend > Qualified Dividend Income Report.
You see the Qualified Dividend Income Report panel. - Complete the options on the Qualified Dividend Income Report panel.
- Under Result Options, click Grid or Advanced Report for the report view you want.
- Click Submit.
The report results appear on your desktop for the view selected.
Qualified Dividend Income Report Panel
A definition of the options on the Qualified Dividend Income Report panel follows.
| Option | Description |
|---|---|
| Search Criteria | |
| Entity ID | Specifies a portfolio, sector portfolio, composite portfolio, or Master Fund by the entity ID of the entity. |
| Entity Name | Specifies a portfolio, sector portfolio, composite portfolio, or Master Fund by name of the entity. |
| Accounting Basis | Specifies the entity accounting basis. For example, USTAX, GAAP, or IFRS. |
| Report Period | Specifies the time period, date range, or particular date for your report. The time period may be entity specific or security specific, such as fiscal year. Options include:
|
| Report Start Date | Specifies the start date for your report results. The default is first day of the current month. To use this option, you must select Date Range as your report period. |
| Report End Date | Specifies the ending date for your report results. The default is today's date. |
| Report Name | Specifies the type of report. Options include:
|
| Selection Criteria | |
| Report Filters | Allows you to show/hide additional report and security filters. The default is No. |
| Advanced Report Options. | Allows you to show/hide advanced report, group, sort, and format options. The default is No. |
| Filter Security By | Allows you to show/hide the additional report filters. Options include:
|
| Report Groups | You can group the report results. Options include:
|
| Report Sorts | You can sort the report results. Options include:
|
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