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Get your taxes done using TurboTax
I am also see that TT incorrectly handles 1099-DIV box 1b and 2a.
I purchased TurboTax DELUXE for Tax Year 2022. I have both 1099-DIV box 2a Capital Gains and 1099-DIV box 1b QUALIFIED DIVIDENDS from a large, popular mutual fund. I fit into the 15% MFJ IRS criteria, net capital gain. I used the 1099-DIV IMPORT in TT.
TurboTax DELUXE seems to be treating box 1b and 2a as Ordinary Income. For example Line 1 on 1040 has the box checked and Schedule D is blank)
What should I do with DELUXE to treat 2a and 1b as long term?
NOTE: as a Temporary Comparison, I tried using TT Online with identical 1099-DIV Import, however TT Online wants to charge Full Price me before TT will show me the Forms, Worksheets.
March 19, 2023
3:44 PM