From 8995

[Debs110]

Form 8995 was generated saying I have $50 in REIT dividends when I didn't enter and don't have dividends in the amount of $50.

[JohnB5677 · Accepted solution]

There are two places that REIT dividends can show up. 

• The first is if you have a dividend distribution and BOX 5 (Section 199A dividends) is filled out.  These are REIT Dividends.
• The second is if you received a K-1, it may have a REIT component.

[RJB1040]

Where does data from Box 5 of 1099-DIV go after entering into appropriate lines of Form 8995?

[JohnB5677]

The flow through the tax return is:

1. Entered under 1099-DIV Box 5
2. Flows to 8995 Line 6
3. 20% Calculation entered on 8995 line 15
4. Then carried to the 1040 line 10