HedgeTax offers reporting for qualified dividend income and dividend tax expense.

Need Dividend Feature
Reporting for QDI and Dividend Tax Expense HedgeTax provides tools for reporting.

Reporting for QDI and Dividend Tax Expense

  • Qualified Dividend Income (QDI) Reporting: QDI reporting includes calculation of the 61-day holding period requirement qualifying dividends for favorable tax treatment. HedgeTax functionality modifies the holding period based on positions hedged by puts, written calls, and short sales.

  • Dividend Tax Expense Reporting: Dividend Tax Expense reporting compiles the data required to report capitalized dividends and associated basis adjustments.