“I must be doing something wrong…” Not necessarily.
The instructions for use of the Schedule D Tax Worksheet or the Qualified Dividends and Capital Gain Tax Worksheet are quite involved.
The instructions for the use of one worksheet or the other are found at the top of the Schedule D Tax Worksheet. You may find that form here on pages D-16 and D-17.
The Qualified Dividends and Capital Gain Tax Worksheet may be found here on page 37.
If this does not completely answer your question, please contact us again.
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