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dlil0913
New Member

Has anyone seen this? After updating TT Premier desktop, the figure I entered in Form 1099-DIV box 2a CHANGED to a figure in Schedule D, Part II, line 13 cap gain distrib

This happened with Turbo Tax Premier desktop software updates several times recently (Feb 27-Mar 5, 2026).
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4 Replies

Has anyone seen this? After updating TT Premier desktop, the figure I entered in Form 1099-DIV box 2a CHANGED to a figure in Schedule D, Part II, line 13 cap gain distrib

@dlil0913 

 

Not sure what you mean.

Pretty sure that's where they are supposed to end up....that actual tax form that the IRS gets showing the total $$ from all box 2a $$ on all 1099-DIV forms you may have....(for those who have more than one 1099-DIV)

 

My box 2a $$ from the 1099-DIV have been transferring to that line for years and years.

As far as I know, they've always been transferred on that line......

 

Just checked my 2015 Schedule D...and the $$ from box 2a on my 1099-DIV transferred to line 13 on the Schedule D back then too.

____________*Answers are correct to the best of my knowledge when posted, but should not be considered to be legal or official tax advice.*
MelindaS1
Expert Alumni

Has anyone seen this? After updating TT Premier desktop, the figure I entered in Form 1099-DIV box 2a CHANGED to a figure in Schedule D, Part II, line 13 cap gain distrib

That is the correct tax treatment. The amounts reported on Form 1099-DIV in box 2a "Total capital gain distr." are supposed to flow to Schedule D Line 13 "capital gain distributions;" you don't have anything to worry about. 

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dlil0913
New Member

Has anyone seen this? After updating TT Premier desktop, the figure I entered in Form 1099-DIV box 2a CHANGED to a figure in Schedule D, Part II, line 13 cap gain distrib

Every time I started TurbTax, it changed a value that I had entered correctly on a 1099-DIV form, thus changing dramatically the amount of taxes owed.  This is unacceptable.  Then when I edited the 1099-DIV entry back, it changed back the amount of taxes due.  So I started a new tax form and reentered all data; then the problem went away.

dlil0913
New Member

Has anyone seen this? After updating TT Premier desktop, the figure I entered in Form 1099-DIV box 2a CHANGED to a figure in Schedule D, Part II, line 13 cap gain distrib

At first I thought this only happened after a software update, but it happened every time I restarted TurboTax desktop.

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