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New Member
posted Jun 1, 2019 10:03:46 AM

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

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1 Best answer
New Member
Jun 1, 2019 10:03:47 AM

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.

4 Replies
New Member
Jun 1, 2019 10:03:47 AM

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.

New Member
Jun 1, 2019 10:03:50 AM

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?

New Member
Jun 1, 2019 10:03:52 AM

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?

New Member
Jun 1, 2019 10:03:53 AM

Yes, that is the case.