Stock dividends

This screen is accessed via the Data Input tab within the tax return and has a grid entry for stock dividends.

  • Description – enter the description of the holding, this does not appear on the tax return and is for memo purposes only

  • Cash equivalent amount – enter the cash equivalent amount of the dividend.

Additional text note

Enter any additional white space notes that you wish to be included on the tax return.

To delete a line from a grid, select the ‘trash can‘ icon at the end of the line.