The question: How do I find the dollar figure for Capital Gains from U. S. Obligations from my 1099-DIV form?
The details: I have a "2024 Combined Forms 1099", 1099-INT (boxes 1, 3, 4 and 5), and 1099-DIV (boxes 1a, 1b, 2a, 2b, 4, 5 and 6). Box 3 in 1099-INT identifies interest income from U. S. Obligations. No questions there. Box 2a in 1099-DIV displays Total capital gain distribution. I see nothing in the 2024 TRANSACTION DETAIL ANALYSIS that follows, for Box 2a, that identifies any of the cap gains as being from a U. S. Obligation. It displays the fund names, dates of the transactions, and the amounts. Of the five funds listed, four of them have notes (C, M, or both) defined as:
C Long-term capital gain distribution
M Payments received were reclassified into other type(s) of income; therefore the totals may not equal the amounts as
How would I determine if any of these cap gains are from a U. S. Obligation? Or, is it simply a matter of noting that, since there are no identifiers or figures for cap gains from U. S. Obligations, the answer is "None"?
Thanks, and have a nice day.
TH666
