topic Taxable Investment Account capital gains taxes in Get your taxes done using TurboTax

Taxable Investment Account capital gains taxes

frankad — Mon, 09 Mar 2026 09:08:55 GMT

Re: Taxable Investment Account capital gains taxes

frankad — Fri, 04 Mar 2022 16:05:09 GMT

I have a statement for a single account that includes 3 forms - 1099-DIV, 1099-INT and a 1099-MISC with a 1099-B section. Do There is a total capital gain Distributions (2a) section in the 1099-DIV and then there are short and long term realized gains/losses in the 1099-B. Do I have to enter both the 1099-DIV and the 1099-B info into TurboTax or just the section 2a from the 1099-DIV. It seems like I'm entering double capital gains if I enter both forms.

Re: Taxable Investment Account capital gains taxes

JulieS — Fri, 04 Mar 2022 16:09:17 GMT

Can you clarify your question?

If you have long term capital gains, they are taxed at a special tax rate, which is based on your AGI. If this is not the information your are looking for, please provide more detail, so we can help you.

Re: Taxable Investment Account capital gains taxes

MinhT1 — Fri, 04 Mar 2022 16:26:13 GMT

You must enter both your form 1099-DIV (including box 2a) and your forms 1099-B.

There is no double-counting as the forms report different things.

Box 2a reports the long-term capital gains from your mutual funds.

Forms 1099_B report your sales of stock held in your broker account.