Foreign qualified dividend income worksheet

2023 worksheet instructions

For each fund and share class owned, enter the Total Ordinary Dividends reported in Box 1a of Form 1099-DIV next to the fund’s name in the worksheet.

Note: You must subtract from the amount shown in Box 1a any dividends you received on shares for which you did not meet the 61-day holding period requirement for Qualified Dividend Income. Learn more about qualified dividends and the 61-day holding period requirement.