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New Member
posted Jun 6, 2019 10:40:20 AM

Do I have to report separately from the 1099-div the dividends or total capital gain distributions from the mutual fund Capital World Growth and Income Fund-A?

0 6 1370
6 Replies
Level 15
Jun 6, 2019 10:40:22 AM

You must report all dividends & cap gains earned in the 2017 tax year from all sources. Not sure what you mean by "separately" ?

New Member
Jun 6, 2019 10:40:23 AM

So I must enter all 5 as income for tax year 2018.  ????

Level 15
Jun 6, 2019 10:40:25 AM

All the income must be reported in the year it is earned.

New Member
Jun 6, 2019 10:40:26 AM

thank you

New Member
Jun 6, 2019 10:40:28 AM

If you received one 1099-DIV the funds administrator or your brokerage firm for these distributions, you will enter the information on the 1099-DIV as it is. 

Separate distributions listed in the details page do not have to be listed, only the 1099-DIV.

If you received several 1099-DIV, you will enter the information in each one separately.

New Member
Jun 6, 2019 10:40:29 AM

Thank you.