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Level 2
posted Jun 1, 2019 8:29:42 AM

Is the amount shown on a 1099-DIV Box 2a Total Capital Gain Distributions from a REIT taxable?

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1 Best answer
Level 15
Jun 1, 2019 8:29:43 AM

Yes.

5 Replies
Level 15
Jun 1, 2019 8:29:43 AM

Yes.

Level 2
Jun 1, 2019 8:29:45 AM

Thank you.  Will you please let me know where this amount appears on my 1040.  It's not on Form 8949 with all my other capital gains/losses.  I input the amount in the proper space on my 2016 (I'm just beginning my 2017) Turbo Tax premier.

Level 15
Jun 1, 2019 8:29:47 AM

It will be included in the amount on line 13 of your 1040 and will be reflected on Sch D

Level 2
Jun 1, 2019 8:29:48 AM

If it is included in the totals on Schedule D, shouldn't this capital gain be listed on Form 8949 as all my others are?  Thanks.

Level 15
Jun 1, 2019 8:29:49 AM

No. That form records capital gains (or losses) as a result of stock sales.