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trevor-williams9
April 5, 2025
Question

Why does turbo want me to file schedule D (upgrade to turbo premium)?

  • April 5, 2025
  • 1 reply
  • 0 views

The capital gain I reported is from 1099- Div 2a (not from  selling).Why does turbo say I need to file schedule D (and upgrade to turbo premium)? Thanks.

    1 reply

    D
    DavidD66
    April 13, 2025

    Box 2a on Form 1099-DIV is for Capital Gain Distributions from mutual funds.  They are reported to you on Form 1099-DIV, but since they are Capital Gains they go on Schedule D of your personal tax return.  That is why TurboTax says you need to file Schedule D. 

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