turbotax icon
cancel
Showing results for 
Search instead for 
Did you mean: 
turbotax icon
cancel
Showing results for 
Search instead for 
Did you mean: 
turbotax icon
cancel
Showing results for 
Search instead for 
Did you mean: 
turbotax icon
cancel
Showing results for 
Search instead for 
Did you mean: 
Announcements
Close icon
Do you have a TurboTax Online account?

We'll help you get started or pick up where you left off.

gapurri
New Member

How do I enter Total Capital Gains Distr. if my 1099-DIV does not have a Box 2a?

I have 1a, 1b, and 4 (Fed tax withheld) and that's it.
Connect with an expert
x
Do you have an Intuit account?

Do you have an Intuit account?

You'll need to sign in or create an account to connect with an expert.

1 Reply

How do I enter Total Capital Gains Distr. if my 1099-DIV does not have a Box 2a?

Depends on what you held.  Normally, a 2a value is only there if you held a Bond or Stock fund collection, and that fund  issued some capital gain distributions during the time you actually held those shares.  Normally that's only once or twice a year (but I imagine some active funds may issue them more often).

 

IF you actually sold some or all the shares of that holding, either a Fund collection, or an individual stock, and had a gain on the sale, then that gain is not reported on a 1099-DIV form, but is reported instead as a part of your 1099-B/8949 entries in a separate area of the software.

 

 

____________*Answers are correct to the best of my knowledge when posted, but should not be considered to be legal or official tax advice.*
message box icon

Get more help

Ask questions and learn more about your taxes and finances.

Post your Question
Manage cookies