This is true. But the H&R Block software that I use required that the dividend amounts on the 1099-DIV be reported as if they were reported on separate 1099s, and then entering the percentage from Treasuries on a following page in the questionnaire. So still a bit complicated, but as this excellent article points out, worth making sure it’s done correctly.
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This is true. But the H&R Block software that I use required that the dividend amounts on the 1099-DIV be reported as if they were reported on separate 1099s, and then entering the percentage from Treasuries on a following page in the questionnaire. So still a bit complicated, but as this excellent article points out, worth making sure it’s done correctly.
Post: Treasury Tax Reporting
Link to comment from March 28, 2026