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When preparing my US taxes, I need to indicate the sum of my dividends and distributions that were from a foreign country or U.S. possession in a given year. E.g., in TurboTax:

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Where can I see on Merrill Edge the sum of the dividends and distributions that was from a foreign country or U.S. possession in a given year?


Fidelity gives me that number (= sum of the dividends and distributions that was from a foreign country or U.S. possession in a given year) in their 1099 consolidated form (Total Foreign Income):

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so I wonder where it is on the Merrill Edge statements. Or do I have to manually compute the sum of all the foreign dividends myself from the Merrill Edge 1099?

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  • 1
    And again you're asking here instead of asking Merrill...
    – littleadv
    Mar 15, 2023 at 23:24
  • @littleadv why not ask other Merrill customers? Mar 15, 2023 at 23:29
  • 2
    old.reddit.com/r/tax/comments/11scsjg/… Same question.
    – Michael A
    Mar 16, 2023 at 0:17
  • @MichaelA I used to mention crossposts in the question details but some people didn't like it so I stopped. Mar 16, 2023 at 0:46
  • I’m voting to close this question because it would be better addressed directly to product support.
    – keshlam
    Apr 9, 2023 at 20:57

1 Answer 1

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There is on Merrill Edge no convenient place to see the sum of the dividends and distributions that were from a foreign country or U.S. possession in a given year. One has to compute the sum oneself. (GPT-4V 0613 wasn't able to compute the sum when I tried given the bank statement and the prompt "What's the total amount of foreign dividends?").

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