Why are my capital gains showing on line 13 on Schedule D but not on lines 8a or 9 on same form?

shs66147 · ‎June 1, 2019

KatherineC · ‎June 1, 2019

Line 13 represents Capital Gains Distributions. The amount flows from Form 1099-DIV Box 2a.

These amounts would not be reflected on Line 8a or 9.

The screenshots below, while taken in the CD/Download software, show how the amount reported on a Form 1099-DIV flows to the Schedule D.

shs66147 · ‎June 1, 2019

Thank you. So in other words, these are reflective of passive capital gains coming from mutual funds as opposed to if I directly sold stock?

shs66147 · ‎June 1, 2019

Thank you. So in other words, these are reflective of passive capital gains coming from mutual funds as opposed to if I directly sold stock?

KatherineC · ‎June 1, 2019

Yes, that is the case.

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