Add a Fund Entry

From a client tax year, add a fund entry: pick the fund, enter ordinary dividend income, select resident state—the app calculates exempt and taxable amounts when data is Available.

Steps

1. Open the client and select the tax year.
2. Click Add fund or Add entry.
3. Search by ticker or fund name (or use Funds lookup first to verify data).
4. Enter ordinary dividend income (Box 1a amount).
5. Select the resident state for state exempt income.
6. Save the entry.

Status after save

Status	Meaning
OK	Catalog data Available; exempt and taxable amounts calculated
Pending	Fund-year obligations % not yet published—no amounts guessed
Not eligible	Fund or state combination not eligible for exemption