MinhT1
Expert Alumni

Get your taxes done using TurboTax

You must enter both your form 1099-DIV (including box 2a) and your forms 1099-B.

 

There is no double-counting as the forms report different things.

 

Box 2a reports the long-term capital gains from your mutual funds.

 

Forms 1099_B report your sales of stock held in your broker account.

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