Support CenterHow do I enter Ordinary and Qualified
🔍 How do I enter Ordinary and Qualified Dividends?
This guide explains where to enter ordinary vs. qualified dividends and how to report capital gain distributions on Schedule D.
⚠️ Before You Begin
You will need your:
- Form 1099-DIV (to find the ordinary and qualified dividend amounts)
- Schedule B and Schedule D available in your return
- IRS instructions for Form 1040 Schedule D (linked below)
📊 Step-by-Step Guide
Step 1: Identify Ordinary vs. Qualified Dividends on Form 1099-DIV
Use this when you need to find the correct amounts to enter.
Box 1a shows the ordinary Dividend and box 1b shows qualified Dividend.
Step 2: Add Schedule B and enter the Dividend Statement
Use this when you need to report both ordinary and qualified dividends.
To report both ordinary and qualified dividends, add the Sch B and the Dividend statement to the return.
After you add the Sch B, to add the statement go to Sch B, part II Ordinary Dividends and from the first line use the link to select Dividend Stmt- Schedule B, line 5 Dividend Statement, enter both the ordinary and the qualified dividend on the dividend statement.
Step 3: Enter Capital Gain Distributions on Schedule D, Line 13
Use this when you need to report capital gain distributions.
Box 2a Go the Sch D line 13 and enter the amount, based on the IRS instructions noted below
https://www.irs.gov/pub/irs-pdf/i1040sd.pdf, page D-2
📝 Capital Gain Distributions (What they are)
Capital Gain Distributions These distributions are paid by a mutual fund (or other regulated investment company) or real estate investment trust from its net realized long-term capital gains. Distributions of net realized short-term capital gains aren't treated as capital gains. Instead, they are included on Form 1099-DIV as ordinary dividends.
Enter on Schedule D, line 13, the total capital gain distributions paid to you during the year, regardless of how long you held your investment. This amount is shown in box 2a of Form 1099-DIV.
📝 Final Reminder
For all lines on the 1099-DIV, refer to the IRS instructions for Recipient1099-DIV Instructions for Recipient
📞 Still Need Help?
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