CSS Profile: Interpreting 1099-DIV for "other taxable income"

Hi! Wondering if someone can help me interpret the 1099-DIV form for the sake of reporting “other taxable income” on the CSS Profile. The CSS question is: “Enter the total amount of other taxable income, including interest and dividend income the student’s parents expect to report on their 2023 income tax return.”

Looking at one of our 1099-DIV forms, for example, it shows amounts for:

  • Total Ordinary Dividends
  • Qualified Dividends (I gather that this is a subset of Total Ordinary Dividends)
  • Total Capital Gain Distributions
  • Nondividend Distributions

Can you tell me which of those amounts are “taxable income” for this purpose?

@BelknapPoint

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Total ordinary dividends, qualified dividends (yes, a subset of the total ordinary dividends amount shown in box 1a) and total capital gain distributions are all taxable income. Nondividend distributions may or may not be taxable income, depending on the circumstances. The back of the 1099-DIV form should have instructions that tell you how the amounts in each box should be reported.

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Thank you!

Deleting my temper trantrum at how frustrating and hard to understand the fine print is. :grimacing: