Where can I see on Merrill Edge the sum of foreign dividends in a given year?

[Franck Dernoncourt]

When preparing my US taxes, I need to indicate the sum of my dividends and distributions that were from a foreign country or U.S. possession in a given year. E.g., in TurboTax: https://i.stack.imgur.com/Pw5Gl.png Where can I see on Merrill Edge the sum of the dividends and distributions that was from a foreign country or U.S. possession in a given year?

Fidelity gives me that number (= sum of the dividends and distributions that was from a foreign country or U.S. possession in a given year) in their 1099 consolidated form (Total Foreign Income): https://i.stack.imgur.com/Tg0MV.png , so I wonder where it is on the Merrill Edge statements. Or do I have to manually compute the sum of all the foreign dividends myself from the Merrill Edge 1099? https://i.stack.imgur.com/4j3mx.png

[sycamore]

When preparing my US taxes, I need to indicate the sum of my dividends and distributions that were from a foreign country or U.S. possession in a given year. E.g., in TurboTax: https://i.stack.imgur.com/Pw5Gl.png Where can I see on Merrill Edge the sum of the dividends and distributions that was from a foreign country or U.S. possession in a given year?

Some brokers are better than others about providing the necessary info. Based on my consolidated 1099, Merrill Edge doesn't do it.

E.g., I owned a Vanguard mutual fund that distributed both US and foreign dividends. The 1099-DIV itself didn't provide the info you're looking for, just the foreign tax paid (box 7). And the "2022 DIVIDENDS, QUALIFIED, 199A AND 897 DISTRIBUTIONS" section didn't either. It showed the four quarterly distributions + corresponding foreign tax amounts, but it incorrectly labeled the distribution as "Foreign Dividend" when in fact it was combination of both US and foreign dividends.

I use the download version of TurboTax and it prompts for "You reported $XXX total income from <broker>. How much of this income from was foreign countries?". I got the "foreign source income" amount by looking up my fund in Vanguard's foreign tax document: https://www.vanguard.com/pdf/FTC_2023.pdf.

As you suspected, you'll need to manually compute the answer yourself. Presumably investments listed as being from the UK and South Korea are 100% sourced from those foreign countries.