1099DIV line 2e and 2f section 897 dividend and cap gain

[syoung123]

Hello, I have a 1099DIV from Merrill Lynch that has amounts on line 2e and 2f

2e section 897 ordinary dividends - $0.27

2f section 890 capital gain - $3.57

The TurboTax Premier Desktop version 1099DIV input screen does not have these 2 fields for me to input these amounts.  What do I do?  Thank you.

[leeloo]

Please see this link:

https://ttlc.intuit.com/community/taxes/discussion/how-do-i-enter-1099-div-box-2e-and-2f-info/00/243...

[syoung123]

Hello I don't quite follow the link.  So does it mean that 

1.  I don't need to input the 2e and 2f amounts on the 1099DIV anywhere on the income tax forms

2.  TurboTax software doesn't have any areas to input these numbers ?

[AnnetteB6 · Accepted solution]

Yes, the information in the link stated that as a United States individual filing your personal tax return, you do not need to enter information reported in boxes 2e and 2f on Form 1099-DIV.

Because they are not needed for an individual tax return, there is no place in TurboTax to enter that information.

@syoung123 

[Elwin]

+It doesn't quite make sense and if true why does not Turbo tax state this on their form.  who does need  to include this  -which for me is $80.69 

[DawnC]

Who would include these dividends?  Not by anyone using a TurboTax personal tax product (TurboTax Online or Desktop).   TurboTax does not have a place to enter those 2 boxes because TurboTax is tax software for individual US citizens, which those 2 boxes DO NOT APPLY TO.   Boxes 2e and 2f apply only to foreign persons and entities whose income maintains its character when passed through or distributed to its direct or indirect foreign owners or beneficiaries.   It is generally treated as effectively connected to a trade or business within the United States.  

From the instructions -  Box 2f. Section 897 Capital Gain

Enter any amount included in box 2a that is section 897 gain from dispositions of USRPI (United States Real Property Interest).  See Section 897 gain, earlier.   Note.  Only RICs and REITs should complete boxes 2e and 2f.   Boxes 2e and 2f do not need to be completed for recipients that are U.S. individuals.  @Elwin