Enter nominee amount adjustments for dividends

If you need to make an adjustment for nominee amounts, don't manually adjust the total dividend amount. Instead, do the following to enter nominee amount adjustments for dividends:
  1. Create a 2nd line in the
    Dividend income
    statement.
  2. Enter code
    3
    in the
    Type code
    field.
  3. Enter the adjustment as a positive amount in the same column that you entered the total dividend income in.
UltraTax CS calculates a subtotal of items with type code 3 and subtracts the nominee amount on Schedule B.

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