When you enter a Form 1099-INT Interest Income and/or Form 1099-DIV Dividends and Distributions with an amount in the Foreign Tax Paid box, you will need to determine how much of the total interest, ordinary dividends, qualified dividends, and/or capital gain distributions are from foreign sources. You may have received a supplemental statement outlining these amounts. If you did not, contact the financial institution or brokerage firm for additional information. Once you know those amounts, we can assist you with any questions you have on how to enter that information in the TaxAct program as outlined below.

To enter the foreign source interest income for Form 1099-INT (if you need help accessing Form 1099-INT, go to our Form 1099-INT - Entering in Program FAQ):

1. From within your Form 1099-INT, continue with the interview process until you reach the screen titled Interest Income - Investment Expenses and Foreign Taxes
2. Click the data entry field below 6. Foreign tax paid, and type the amount, then click the dropdown below 7. Foreign country, and click the country.
3. On the screen titled Interest Income - Foreign Interest, click the data entry field below Foreign interest income included above, and type the amount.

To enter the foreign source amounts for Form 1099-DIV (if you need help accessing Form 1099-DIV, go to our Form 1099-DIV - Entering Dividend Income in Program FAQ):

1. From within your Form 1099-DIV, continue with the interview process until you reach the screen titled Dividend Income - Foreign Tax Paid.
2. Click the data entry field below 7. Foreign tax paid, and type the amount, then click the dropdown below 8. Foreign country, and click the country.
3. On the screen titled Dividend Income - Foreign Income Information, use the data entry fields to enter the foreign source amounts.

Note that any link in the information above is updated each year automatically and will take you to the most recent version of the webpage or document at the time it is accessed.