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June 1, 2019
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Why are my capital gains showing on line 13 on Schedule D but not on lines 8a or 9 on same form?

  • June 1, 2019
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Best answer by KatherineC

Line 13 represents Capital Gains Distributions.  The amount flows from Form 1099-DIV Box 2a

These amounts would not be reflected on Line 8a or 9.

The screenshots below, while taken in the CD/Download software, show how the amount reported on a Form 1099-DIV flows to the Schedule D.

1 reply

Employee
June 1, 2019

Line 13 represents Capital Gains Distributions.  The amount flows from Form 1099-DIV Box 2a

These amounts would not be reflected on Line 8a or 9.

The screenshots below, while taken in the CD/Download software, show how the amount reported on a Form 1099-DIV flows to the Schedule D.

shs66147Author
June 1, 2019
Thank you.  So in other words, these are reflective of passive capital gains coming from mutual funds as opposed to if I directly sold stock?