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Employee
March 26, 2025
Question

Capital Gains Box 2a 1099div

  • March 26, 2025
  • 1 reply
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The detail of box 2a  of 1099div shows the gain to be long term but when I put the amount in my turbo tax easy step it is taxed as ordinary income.  Can I get the long term rate instead?

 

If yes, how?

    1 reply

    March 26, 2025

    Capital gain distributions reported in box 2a of form 1099-DIV are automatically treat as long-term by TurboTax. They are transferred to line 13 of Schedule D.

     

    You do need to add anything on your tax return.

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