bobade
Returning Member

Schedule D Tax Worksheet - Can it be viewed in TurboTax?

I have been using H&R Block tax software for years (in order to file 1041 trust forms), but now that is no longer necessary. One of my great frustrations with Block is the inability to verify the accuracy of calculating the amount of tax due IF one has capital gains or qualified dividends. It has taken a while, but I can see from IRS forms that Line 16 (on 2022 Form 1040): "Tax" requires a mysterious, non-disclosed worksheet at the end of Schedule D Instructions called: "Schedule D Tax Worksheet". Understanding what that worksheet is doing is a whole 'nother challenge, which is not the issue here.

 

My question: Using TurboTax Premier, can you actually generate a completed Schedule D Tax Worksheet so you can inspect, understand, and verify how your tax liability is calculated?