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Retirement tax questions
The Your Income Summary page, for 1099-DIV forms, only shows the values of boxes 1a and 11 added together.
The box 2a,b,c,d values go elsewhere, and do not hit that summary
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The box 2a,b,c,d values are automatically transferred to the appropriate places. The 2a values go directly to line 13 of the Schedule D....haven't checked the others
____________*Answers are correct to the best of my knowledge when posted, but should not be considered to be legal or official tax advice.*
‎January 30, 2022
1:15 PM