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Level 2
posted Apr 6, 2024 2:04:35 PM

What do you do with an amount in box 2f-Section 897 capital gain on form 1099-DIV. TurboTax doesn't list that box on its 1099-DIV page and mentions nothing about it.

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1 Replies
Level 15
Apr 6, 2024 4:39:41 PM

@TaxWhipper 

 

 

From a post by MacUser22:

__________________________________________

Per the IRS 1099-DIV instructions:

 

Note. Only RICs and REITs should complete boxes 2e and 2f.
Boxes 2e and 2f do not need to be completed for recipients that
are U.S. individuals.