You don't have to enter the section 2e and 2f amounts. Per IRS instructions, page 5, for Form 1099-DIV, Box 2f. is for Section 897 Capital Gain. Note. Only RICs and REITs should complete boxes 2e and 2f. Boxes 2e and 2f do not need to be completed for recipients that are U.S. individuals.

Question

The Turbo Tax form for entering dividend amounts doesn't include sections 2e and 2f, but my 1099-DIV does. How do I enter that?

Forum|Forum|4 years ago
March 7, 2022
1 reply
0 views

No text available

TurboTax Premier Online

H

HelenC12

You don't have to enter the section 2e and 2f amounts. Per IRS instructions, page 5, for Form 1099-DIV, Box 2f. is for Section 897 Capital Gain.

Note. Only RICs and REITs should complete boxes 2e and 2f. Boxes 2e and 2f do not need to be completed for recipients that are U.S. individuals.

**Say "Thanks" by clicking the thumb icon in a post**Mark the post that answers your question by clicking on "Mark as Best Answer"

revik

Embarrassing. I read the instructions twice without realizing that only RICs and REITs have to report Box 2e and 2f. It took your answer to jolt me out of my stupor. Thanks. 😉