Sign Up

Why sign in to the Community?

  • Submit a question
  • Check your notifications
or and start working on your taxes
cancel
Showing results for 
Search instead for 
Did you mean: 
shs66147
New Member

Why are my capital gains showing on line 13 on Schedule D but not on lines 8a or 9 on same form?

 
1 Best answer

Accepted Solutions
KatherineC
New Member

Why are my capital gains showing on line 13 on Schedule D but not on lines 8a or 9 on same form?

Line 13 represents Capital Gains Distributions.  The amount flows from Form 1099-DIV Box 2a

These amounts would not be reflected on Line 8a or 9.

The screenshots below, while taken in the CD/Download software, show how the amount reported on a Form 1099-DIV flows to the Schedule D.

View solution in original post

4 Replies
KatherineC
New Member

Why are my capital gains showing on line 13 on Schedule D but not on lines 8a or 9 on same form?

Line 13 represents Capital Gains Distributions.  The amount flows from Form 1099-DIV Box 2a

These amounts would not be reflected on Line 8a or 9.

The screenshots below, while taken in the CD/Download software, show how the amount reported on a Form 1099-DIV flows to the Schedule D.

shs66147
New Member

Why are my capital gains showing on line 13 on Schedule D but not on lines 8a or 9 on same form?

Thank you.  So in other words, these are reflective of passive capital gains coming from mutual funds as opposed to if I directly sold stock?
shs66147
New Member

Why are my capital gains showing on line 13 on Schedule D but not on lines 8a or 9 on same form?

Thank you.  So in other words, these are reflective of passive capital gains coming from mutual funds as opposed to if I directly sold stock?
KatherineC
New Member

Why are my capital gains showing on line 13 on Schedule D but not on lines 8a or 9 on same form?

Yes, that is the case.
Dynamic AdsDynamic Ads
Privacy Settings
v