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Where to enter Section 897 Capital Gains in TurboTax 2025the

I have imported 1099-DIV from my financial institution. The paper form shows box 2f for Section 897 Capital Gains. That box does not show up in TurboTax even if I check "My form has info in other boxes".

Incidentally, box 2e (Section 897 Ordinary Dividends) also does not show up.

 

Does anyone know how to deal with this?

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1 Best answer

Accepted Solutions
MaryK4
Expert Alumni

Where to enter Section 897 Capital Gains in TurboTax 2025the

For U.S. citizens or resident aliens, you do not need to enter Section 897 amounts in TurboTax. These boxes are for information only and the amounts are already included in your total dividends and capital gains.  The amount in Box 2e is already part of the total in Box 1a (Total ordinary dividends), and Box 2f is already included in Box 2a (Total capital gain distributions).

 

According to IRS Instructions for Form 1099-DIV, these boxes are only required for foreign persons or entities. They inform foreign recipients of income that is "effectively connected" to a U.S. trade or business (specifically U.S. real property).

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1 Reply
MaryK4
Expert Alumni

Where to enter Section 897 Capital Gains in TurboTax 2025the

For U.S. citizens or resident aliens, you do not need to enter Section 897 amounts in TurboTax. These boxes are for information only and the amounts are already included in your total dividends and capital gains.  The amount in Box 2e is already part of the total in Box 1a (Total ordinary dividends), and Box 2f is already included in Box 2a (Total capital gain distributions).

 

According to IRS Instructions for Form 1099-DIV, these boxes are only required for foreign persons or entities. They inform foreign recipients of income that is "effectively connected" to a U.S. trade or business (specifically U.S. real property).

**Say "Thanks" by clicking the thumb icon in a post
**Mark the post that answers your question by clicking on "Mark as Best Answer"

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