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New Member
posted Apr 5, 2023 3:46:03 PM

Are dividends from mutual funds taxable?

Are dividends from mutual funds that are not in an IRA taxable?

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1 Replies
Expert Alumni
Apr 5, 2023 4:01:04 PM

Yes, they are. Mutual fund capital gain and dividend distributions are taxable, both when reinvested and paid out in cash, for the year in which they are received. 

  • If the amount was $10 or more, you should have received Form 1099-DIV.
  • To enter your 1099-DIV, click here.