PatriciaV
Expert Alumni

Investors & landlords

You would not report the amount from Form 1099-B Box 2a under RIC Capital Gains on your California return unless you received additional information that specified the dividends were from an RIC.

 

Regulated Investment Companies (RIC) include ETF (Exchange Traded Fund), REIT (Real Estate Investment Trust, and UIT (Unit Investment Trust). This list does not include regular capital gains reported on Form 1099-B.

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