Thanks so much for your help.

The Schedule D suggestion worked.

Regarding the nominee dividends, are you referring to the Interest and Dividends Summary schedule when you say split out ordinary dividends and qualified dividends? The numbers aren't correct on that summary sheet and there are no links to change those numbers. They appear to be calculated but I can't see how they were calculated. If I override those numbers then I'm sure I will get an e-file error - I usually do when I try to override numbers.

Where are you able to split out the ordinary and qualified dividends without overriding?

Also, the worksheet is allocating Capital Gains and Nontaxable somehow but those numbers aren't correct either.

Thanks for helping with this.