Summary
Box 2a of Form 1099 reports the taxable amount of a distribution. Generally, this amount is taxable, but if the payer is unable to determine the taxable amount, the box may be left blank and the "Taxable amount not determined" box in box 2b will be checked.
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Form 1099-DIV also reports information about dividends and capital gains distributions received from investments. Box 1a of the form will report the total amount of ordinary dividends received, box 1b will report the portion of box 1a that is considered to be qualified dividends, and box 2a will report any reportable capital gains distribution.
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Box 2a . This part of the distribution is generally taxable. If there is no entry in this box , the payer may not have all the facts needed to figure the…
2023 Form 1099-R - IRS tax forms
irs.gov
Summary
A 1099-DIV form is a document that reports information about dividends and capital gains distributions received from investments. Box 1a of the form will report the total amount of ordinary dividends received, box 1b will report the portion of box 1a that is considered to be qualified dividends, and box 2a will report any reportable capital gains distribution. Schedule B may also be required if the total amount of dividends and/or interest received exceeds $1,500.
What Is IRS Form 1099-DIV: Dividends and Distributions?
intuit.com
For tax purposes, Form 1099 -DIV, Box 2a reports your capital-gain distributions. You could also receive this on a similar statement from the mutual fund company. These distributions are taxed at…
Capital Gain Distributions | H&R Block
hrblock.com
