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March 14, 2023
Question

Where is capital gain distributions from mutual fund?

  • March 14, 2023
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March 14, 2023

Capital gains distributions are listed in box 2a of Form 1099-DIV. 

 

If the mutual fund held the capital asset for more than one year, the nature of the income from a sale of the capital asset is capital gain, and the mutual fund passes it on to you as a capital gain distribution.

 

This income goes to line 13 of Schedule D and is taxed at the long term capital gains tax rate. 

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