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Level 2
posted Oct 9, 2023 12:42:46 PM

I made a valid mark-to-market election for 2022. I had some losses which I will report on form 4797. However, in that same account, I also received some dividend income. Where and how do I report that dividend income? Thanks.

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2 Replies
Level 15
Oct 9, 2023 1:58:49 PM

It's still investment income (reported on Schedule B if required, but otherwise reported as if the election did not exist).

Level 2
Oct 11, 2023 7:23:43 AM

Thank you for your response.  Much appreciated.