What I do is use separate accounts for qualified and non-qualified assets,
dividends, gains, etc.  Then they can be individually assigned to whichever
line in whichever form they need to end up in for the tax report.I don't
think the government cares about qualified income except if it affects
costs when you take a distribution, so that may not even appear in the tax
report.

On Fri, Mar 14, 2025 at 1:24 PM Fred Tydeman <tydeman.f...@gmail.com> wrote:

> Is it possible to edit or add to the TXF categories?
> I would like to have separate categories for
> qualified versus non-qualified dividends.
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