HelenC12
Expert Alumni

Retirement tax questions

You don't have to enter the section 2e and 2f amounts. Per IRS instructions, page 5, for Form 1099-DIV, Box 2f. is for Section 897 Capital Gain.

  • Note. Only RICs and REITs should complete boxes 2e and 2f. Boxes 2e and 2f do not need to be completed for recipients that are U.S. individuals.
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