KarenJ
Intuit Alumni

Investors & landlords

As my colleague TurboTax Belling previously responded to a similar question:

Capital gain distributions are normally reported to taxpayers on Form 1099-DIV (or an equivalent combined statement from certain brokerage firms).

You can enter them into TurboTax as follows:

  • Federal taxes< wages and income< select "I'll choose what I work on" or "Jump to a Full List", or 
  • Scroll down through All Income and under the section for Interest & Dividends, select Start or Update across from  "Dividends on 1099-DIV"
  • Answer "yes" on the next screen, to indicate you have amounts to enter from a 1099-DIV form.

The capital gain distributions are entered in Box 2a of the 1099-DIV input screen.   These amounts will flow to your Schedule D part II line 13.