gmpnynyhfh
Level 1
02-26-2021
01:29 PM
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Client receive foreign dividend income in a brokerage account from mutual funds holdings positions in various countries. In trying to input foreign tax withhold...I keep getting asked for name of country but there are many countries. Also the message also says I need a date for the amount paid and there are many dates since it is from dividends in a mutual fund holding international securities from around the world. In Lacerte there was the option for Various but cannot find a way to do it in ProConnect
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Level 11
02-26-2021
02:25 PM
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Use OC = Other Countries
For date, pick a date you find pleasing. I use 12/31 of the tax year. You can't do various in Lacerte either, if you want to meet e-file specs.