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.
03468
1 Best answer
RobertG
Expert Alumni
Mar 16, 2020 1:59:49 PM
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.
3 Replies
RobertG
Expert Alumni
Mar 16, 2020 1:59:49 PM
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.
Bsch4477
Level 15
Mar 16, 2020 2:00:59 PM
No, you didn’t sell investments. Just report the capital gain on your 1099-DIV.