Incomprehensible screen for foreign tax step by step

Forum|Forum|10 months ago
May 17, 2025
1 reply
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What is this screen supposed to be in the foreign tax step by step? I assume they're displaying information from various 1099 forms, but there's no indication of *which* form, so how am I supposed to answer? *which* form.

Cindy4 12

This is related to the foreign dividends you received on your form 1099-DIV. You will also have supplemental pages that indicate which countries the income was from and the tax was paid to. If you used a RIC - Regulated Investment Company, such as Schwab Funds, or Schwab ETFs - that is the only selection you need to make. If the brokerage is not a RIC, you could select various. You would only need to list individual countries if the investments were made personally by you through something other than a regulated investment company or brokerage. If you're unable to find the supplemental pages that should accompany the 1099-DIV form, you should contact the broker that provided the form.

Hope this helps!

Cindy

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