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Investors & landlords
Not sure I was entirely clear in my original post.
On the 1099-DIV it lists dividends and on line 2a: Total capital gain distributions (includes lines 2b, 2c, 2d, 2f) which is what I enter in TurboTax.
In the 1099-B it lists long term and short term capital gains which is what I enter in TurboTax on the capital gains section.
I am not sure what the relationship of each of these items are and don't know if I am doing it right... The two numbers are not the same (sometimes in years past widely different).
‎January 7, 2024
6:26 PM