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Get your taxes done using TurboTax
Those $$ do add to your AGI in line 15 of the 1040..
BUT...a special tax calculation form is used to calculate the tax....usually the "Qualified Dividends and Capital Gain Tax Worksheet"
...that worksheet breaks out the Cap Gains and Qual Divs from you AGI for the special treatment it is supposed to get.
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In some circumstances a Schedule D Tax worksheet is used.....but I don't know what triggers that one.
____________*Answers are correct to the best of my knowledge when posted, but should not be considered to be legal or official tax advice.*
‎February 8, 2025
5:09 PM