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If the1099-DIV from Fidelity shows a Total Capital Gain Distribution of $24.71, does that mean yes I did sell investments? I have no 1099-B form.

 
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RobertG
Expert Alumni

If the1099-DIV from Fidelity shows a Total Capital Gain Distribution of $24.71, does that mean yes I did sell investments? I have no 1099-B form.

Just report the amount of capital gain distributions in box 2a of the 1099-DIV.

 

Sometimes dividend distributions are classified as capital gain distributions.  It does not mean that you sold investments. They don't need to be reported anywhere else.

 

 

 

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RobertG
Expert Alumni

If the1099-DIV from Fidelity shows a Total Capital Gain Distribution of $24.71, does that mean yes I did sell investments? I have no 1099-B form.

Just report the amount of capital gain distributions in box 2a of the 1099-DIV.

 

Sometimes dividend distributions are classified as capital gain distributions.  It does not mean that you sold investments. They don't need to be reported anywhere else.

 

 

 

**Say "Thanks" by clicking the thumb icon in a post
**Mark the post that answers your question by clicking on "Mark as Best Answer"

If the1099-DIV from Fidelity shows a Total Capital Gain Distribution of $24.71, does that mean yes I did sell investments? I have no 1099-B form.

No, you didn’t sell investments.  Just report the capital gain on your 1099-DIV. 

If the1099-DIV from Fidelity shows a Total Capital Gain Distribution of $24.71, does that mean yes I did sell investments? I have no 1099-B form.

Many thanks!

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