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Get your taxes done using TurboTax
In this return, I have the same value in Form 1040 boxes 3a and 3b.
I only see Schedule B (Interest and Ordinary Dividends) in my saved PDFs, not Schedule D that you mentioned, possibly because I only received dividends in 2022, and did not have any capital gains or losses to report.
I see that Schedule B line 6 ends up in Form 1040 box 3b, and those are Ordinary dividends. Thus I still cannot tell whether my qualified dividends I entered in Form 1040 box 3a are calculated using capital gains rate, since TurboTax did not generate a Schedule D.
March 17, 2023
9:57 PM