According to the IRS, the answers may be incorrect. I have the exact same situation for my 2023 taxes and let Turbotax use the Schedule D Tax Worksheet to calculate my tax due. However, the IRS corrected my taxes when I filed with the Schedule D Tax Worksheet tax. The IRS corrected my return to use the Qualified Dividends and Schedule D Tax Worksheet and this resulted in $8000 less tax owed.
I confirmed this by overriding line 22 in schedule D so Turbotax uses the Qualified Dividends and Schedule D Tax Worksheet to calculate my tax and now the Turbotax calculation for tax owed matches the IRS calculation for tax owed Qualified Dividends and Schedule D Tax Worksheet . Still Turbotax continues to use the Schedule D Tax Worksheet to calculate my tax. How can I override Turbotax to use Qualified Dividends and Schedule D Tax Worksheet for my tax?
My bet is on Turbotax doing this incorrectly and the IRS is right.
