PTP TR - Different types of dividend are appearing in the same data entry screen

Article ID

kba-03712

Article Name

Created Date

2nd December 2019

Product

Problem

All types of dividend are appearing in the backing schedule when clicking on the fanned pages icon at a particular box e.g. Box 4 on page TR3.

Resolution

This is by design. Although all dividend entries will be listed in the backing schedule no matter which box the data entry screen is accessed from, only those relevant to a particular box will flow through to the return. This is determined by the type of dividend:
Ordinary – box 4 on page TR3
Unit Trust – box 5 on page TR3
Stock – box 12 on page AI1 of the Additional Information supplementary pages
Bonus issue – box 13 on page AI1 of the Additional Information supplementary pages
Close company loans w/o or released – box 13.1 on page AI1 of the Additional Information supplementary pages

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