DavidD66
Expert Alumni

Get your taxes done using TurboTax

I suggest you preview your Form 1040.  To do so:

 

  • With your TurboTax Online return open.
  • Click on Tax Tools on the left-hand menu.
  • Click on Tools (you may have to scroll down for Tools to appear).
  • Select View Tax Summary in the pop-up box.
  • Click on Preview my 1040 on the left menu.
  • This displays the 1040 form, including Schedules 1-3

You should see the $368 in both lines 3a and 3b.  The amount in 3b is the amount that is included in your total income on line 9.  

 

On your 1099-DIV, Box 1a includes amounts reported in box 1b.  The Qualified dividends in box 1b are the portion of Ordinary dividends in box 1a that qualify for the reduced capital gains tax rate.  

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