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Aaand I found where the documentation of the lower tax due to capital gain is... It's on the Qualified Dividends and Capital gains worksheet... one the bottom most on the "forms" list.
Phew, got it all now.
Sorry for all this but thanks for listening and providing some insights .... I hope our musings are helpful to other taxpayers.
Ciao!
‎February 15, 2025
11:19 AM