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, click the ‘trash can’ button at the end of the line.