Glitch. In Qual. Div. Wks the code uses the value of Line 7a of Form 1040, but since I file Schedule D, I should use the smaller of line 15 and line 16 of Schedule D

[AnnetteB6]

In order to take a closer look at the situation you described and forward it to the development team, they will need a diagnostic tax data file demonstrating the circumstance.  If you would be willing to provide a diagnostic copy of your return, that would be helpful.  The diagnostic file will not contain personally identifiable information, only numbers related to your tax forms.  

To provide us with the diagnostic file, follow the instructions below and post the token number along with which version of TurboTax you are using in a follow-up thread.

Use these steps if you are using TurboTax Online:

• Sign in to your account and be sure you are in your tax return.
• Select Tax Tools in the menu to the left.
• Select Tools.
• Select Share my file with agent.
• A pop-up message will appear, select OK to send the sanitized diagnostic copy to us.
• Post the token number here. 

If you are using a CD/downloaded version of TurboTax, use these steps:

• Select Online at the top of the screen.
• Select Send Tax File to Agent.
• Click OK.
• Post the token number here.

If you are using a Mac version of TurboTax, use these steps:

• Go to the Menu at the top of the screen and select Help.
• Then, Send Tax File to Agent.
• Post the token number here.

[evmalia]

token: 1347597

[AnnetteB6]

Thank you for providing your token number.  I took a closer look at the Qualified Dividends and Capital Gains Worksheet included as part of your return and did not see any issue with the number shown on line 3.  

Even though the value shown on line 3 does match the number shown on your Form 1040 line 7a, it also happens to be the same as Schedule D line 16 (which is less than Schedule D line 15).  So, the calculation is correct.

@evmalia