@jeffrytt wrote:
TT DELUXE is not populating Schedule D with 1099-DIV boxes 1b and 2a.
The amount of qualified dividends from 1099-DIV box 1b does not go on Schedule D. There is no place to enter it on Schedule D. The qualified dividends from 1099-DIV box 1b are entered on Form 1040 line 3a, and from there they flow to line 2 of the Qualified Dividends and Capital Gain Tax Worksheet.
If you are filing Schedule D, the capital gain distributions from 1099-DIV box 2a are entered on Schedule D line 13. That is in the long-term section, and the capital gain distributions are combined with long-term capital gains on Schedule D line 15, so the capital gain distributions are treated exactly the same as long-term capital gain.
But capital gain distributions alone do not require Schedule D. If you have capital gain distributions from 1099-DIV box 2a, but you do not have any investment sales, you do not file Schedule D. In that case, the capital gain distributions from 1099-DIV box 2a are entered on Form 1040 line 7 and the box on that line is checked.
It's not clear to me exactly what you think TurboTax is doing wrong.
