@myhui
Please enter the 1099-DIV in TurboTax as it comes from the brokerage. Do not enter zero in any box if the 1099-DIV from the brokerage has an amount. Then see if you have the Qualified Dividends and Capital Gain Tax Worksheet.
When you are entering the 1099-DIV, be careful to enter each amount in the correct box. In your first post above you said "The brokerage firm also generates Form 1099-DIV like that: box 1a Qualified dividends is separate from box 1b Ordinary dividends." That's backwards. Box 1a is Total ordinary dividends, not Qualified dividends. Box 1b is Qualified dividends, not Ordinary dividends. I'm sure the brokerage did not fill out the form the way you stated it.
In some unusual cases your tax might have to be calculated on the Schedule D Tax Worksheet instead of the Qualified Dividends and Capital Gain Tax Worksheet, even if you do not have Schedule D in your return.
