topic Capitol Gain box stumping me in Investors & landlords

Capitol Gain box stumping me

EinAz — Wed, 12 Feb 2025 04:49:35 GMT

Capital Gain or Loss from
Assets Acquired After
December 31, 2011

Received from T Rowe Price 1099-DIV

Showing 6k+ Gain, long term...but I've no clue what # to use in the box as I've sold nothing, it's just whatever dividends the 2 funds paid through the year. I've had the funds since probably 2009 or so. Can't leave box empty so need to know what/ how to fill it out to move on.

I called TRowe asking for dates or numbers / values anything and the guy had no answers for me

Re: Capitol Gain box stumping me

fanfare — Wed, 12 Feb 2025 05:23:39 GMT

enter the box 2a amount from 1099-DIV.

That's all there is. everything else is automatic.

(See Schedule D LIne 13)

@EinAz

Re: Capitol Gain box stumping me

EinAz — Wed, 12 Feb 2025 21:43:34 GMT

Interesting...but if that was the case, why doesn't it automatically fill in that box?

The enter the portion of gain or loss...

In my case a gain but....

I don't have a clue what assets were acquired after 12/31/2011

And the online Turbo tax program isn't showing me forms like the old CD versions do, unless I'm not seeing that option

Re: Capitol Gain box stumping me

SusanY1 — Wed, 19 Feb 2025 03:04:31 GMT

Double-check that this capital gain is being entered only in the area for 1099-DIV, Box 2a. If this number is being reported elsewhere - either on your form from T Rowe Price or otherwise, please let us know and we can assist further.

Re: Capitol Gain box stumping me

EinAz — Wed, 19 Feb 2025 03:11:19 GMT

I only entered it once when I entered my only 1099 Div into the program.

Re: Capitol Gain box stumping me

fanfare — Wed, 19 Feb 2025 22:17:36 GMT

If you are getting questions/statements on those aspects you mentioned

Capital Gain or Loss from Assets Acquired After December 31, 2011
Gain, long term,

that's due to some other document (e.g. 1099-B) not a 1099-DIV.

1099-DIV Box 2a ===> Schedule D line 13

make sure you entered all the payer information. TurboTax is fussy that way.

@EinAz

Re: Capitol Gain box stumping me

EinAz — Wed, 19 Feb 2025 23:32:11 GMT

Only forms I have from T Rowe Price was 1099 DIV.

All my other forms are from banks & are 1099 INT.