Question

schedule d shows both long-term 8949 and capital gain distributions

Forum|Forum|1 year ago
March 15, 2025
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Schedule d line 8b thru 10 total equals line 13 capital gain distributions. How to correct this "double amounts"? Both were imported from brokerage. Overriding results in Federal review error!!

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baldietax

Which one is correct tho and are you sure they don't just happen to be the same - line 13 comes from 1099-DIV Box 2a did you have anything in your 1099s there, line 8b-10 is driven off the 1099-B via Form 8949.

If you're having issues with these values go back to the 1099s and try editing them to see if that helps, otherwise you may just need to delete them and input manually which should be straightforward for 1099-DIV but more involved on 1099-B if you have a lot of transactions, so I would start by troubleshooting the 1099-DIV to see if that solves the issue.