Get your taxes done using TurboTax

I don't know if this will help others, but I'll reply to my own question after doing a couple hours worth of research.

 

So basically, the ordinary dividends of $10K below do include the Section 199A dividends + some others that are not categorized. The other categories below are either included as LT capital gains (unrecaptured 1250 gains, section 897 gains) or income (substitute payments in lieu of dividends). And because those items are part of LT cap gains, my net capital gain actually comes out to ~$6K vs. the $3K I calculated below.

 

That gives me total net investment income of $10K (ordinary dividends) + $5-6K (net capital gain) + $4K interest = ~$19-20K for my investment expense deduction, so the numbers do add up!

 

Wow, why do taxes have to be so complex! 🙂

View solution in original post