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I have a statement for a single account that includes 3 forms - 1099-DIV, 1099-INT and a 1099-MISC with a 1099-B section. Do There is a total capital gain Distributions (2a) section in the 1099-DIV and then there are short and long term realized gains/losses in the 1099-B. Do I have to enter both the 1099-DIV and the 1099-B info into TurboTax or just the section 2a from the 1099-DIV. It seems like I'm entering double capital gains if I enter both forms.
Can you clarify your question?
If you have long term capital gains, they are taxed at a special tax rate, which is based on your AGI. If this is not the information your are looking for, please provide more detail, so we can help you.
You must enter both your form 1099-DIV (including box 2a) and your forms 1099-B.
There is no double-counting as the forms report different things.
Box 2a reports the long-term capital gains from your mutual funds.
Forms 1099_B report your sales of stock held in your broker account.
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