It appears that there is no way for me to enter the the long term and short term capital gains and losses for each of my brokerage accounts from the form 1099-DIV.
Last year's (2023) version of Turbo Tax allowed me to do so.
Is there a fix in the works for this?
Thanks
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Those are generally reported on a 1099-B, not a 1099-DIV. You should probably be entering them in the 1099-B area. When entering investments in TurboTax there are options given to you. Choosing the Stock sales option will give you the ability to enter the short and long term gains and losses.
If there is anything that is reported on a 1099-DIV then there is a corresponding box for it. You may need to check the box that says "My Form Has Info in Other Boxes (This is Uncommon)" in order to gain access to the boxes beyond box 2a.
There's a box to enter your capital gains from your 1099-DIV when you enter your1099-DIV.
Refer to the TurboTax article Where do I enter my 1099-DIV in TurboTax Online? for instructions. You can also review the TurboTax article What Is IRS Form 1099-DIV: Dividends and Distributions? for more information about your dividends.
What you highlighted is the input for capital gains distributions which typically come from Mutual Funds. I am looking to record the short term and long term capital gains and losses from the sale of equities.
Last year's (2023) software accommodated the entry of the short term and long term capital gains and losses.
Thanks
Those are generally reported on a 1099-B, not a 1099-DIV. You should probably be entering them in the 1099-B area. When entering investments in TurboTax there are options given to you. Choosing the Stock sales option will give you the ability to enter the short and long term gains and losses.
If there is anything that is reported on a 1099-DIV then there is a corresponding box for it. You may need to check the box that says "My Form Has Info in Other Boxes (This is Uncommon)" in order to gain access to the boxes beyond box 2a.
I stand corrected. 1099-B is where I should be, not 1099-DIV.
Thanks for the guidance!
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