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2008 Form 5500 Schedule H - reporting mutual fund dividends


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Guest Lin Qian
Posted

I know 2009 Form 5500 Schedule H added a line 2b(2)© to report dividends from mutual fund. But where should I report mutual fund dividend on 2008 Form 5500? Thinking about sticking it on line 2b(2)(a) under preferred stock and move on. Will that work?

Suggestions are much appreciated!

  • 3 weeks later...
Posted

Net return is reported on 2(b)(10) of Schedule H. This includes both changes in share price and dividends.

Having braved the blizzard, I take a moment to contemplate the meaning of life. Should I really be riding in such cold? Why are my goggles covered with a thin layer of ice? Will this effect coverage testing?

QPA, QKA

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