Hi, 2021 was my first year investing and I received dividends and am trying to make sure I'm listing them right. I use SoFi and didn't make over $10 in dividends so they didn't send me a 1099DIV. I guess that makes sense to someone. Anyways they sent me an end of year statement with everything I made this year and it has:
-Taxable dividends: $x.xx
-Non-taxable dividends: $x.xx
-Taxable capital gains: $x.xx
(amt. Included in tax. div.)
So if I'm understanding correctly,
taxable dividends = ordinary dividends
Non taxable dividends=qualified dividends
Right? And they combined my taxable dividends and capital gains so should I list it like that or deduct the CG and list it in box 2a? So sorry for the long post but I want to make sure I do this right and maybe help others that are in the same boat. Thank you so much for your help!
