Capital Gains from U. S. Obligations

[Paolooch]

The question:  How do I find the dollar figure for Capital Gains from U. S. Obligations from my 1099-DIV form?

The details:  I have a "2024 Combined Forms 1099", 1099-INT (boxes 1, 3, 4 and 5), and 1099-DIV (boxes 1a, 1b, 2a, 2b, 4, 5 and 6).   Box 3 in 1099-INT identifies interest income from U. S. Obligations.  No questions there.  Box 2a in 1099-DIV displays Total capital gain distribution.  I see nothing in the 2024 TRANSACTION DETAIL ANALYSIS that follows, for Box 2a, that identifies any of the cap gains as being from a U. S. Obligation.  It displays the fund names, dates of the transactions, and the amounts.  Of the five funds listed, four of them have notes (C, M, or both) defined as:

C Long-term capital gain distribution
M Payments received were reclassified into other type(s) of income; therefore the totals may not equal the amounts as

How would I determine if any of these cap gains are from a U. S. Obligation?  Or, is it simply a matter of noting that, since there are no identifiers or figures for cap gains from U. S. Obligations, the answer is "None"?

Thanks, and have a nice day.

TH666

[RobertB4444]

In this instance I would contact your brokers and find out from them.  The answer may be "all of them".  

@Paolooch 

[baldietax]

Have you checked for US Gov obligations in Box 1a from MM funds etc which is more likely than 2a?  The fund companies publish the % from US Gov Obligations ("Supplemental Tax Information" etc).

[Paolooch]

Hmmm.  1a is Ordinary Dividends.  1b is Qualified Dividends.  One transaction in 1b does have note "S", which is "Short term capital gains."  Might be something to pursue.  I was going to do as RobertB4444 suggested, tomorrow, today being a holiday.  I'll include that little possible nugget in my conversation.

Thanks.

[Paolooch]

RobertB4444,

Thanks.  As I replied to baldietax, I plan to do that.

[Paolooch]

Checked with my broker:  no U. S. Obligations under gap gains.  What I suspected.