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Get your taxes done using TurboTax
Yes, the software is designed to skip the adjustment screen if:
- Your total foreign qualified dividends + capital gains are under $20,000.
- Your taxable income is below the threshold for your filing status.
If your income exceeds those thresholds, TurboTax will recognize this. It'd ask you specifically to "Enter the amount of qualified dividends for [Country]." It will automatically multiply those dividends by a factor (like 0.4054 if you're in the 15% bracket) before putting the total on Line 1a.
If you are working in TurboTax Desktop, you can see this in "Forms Mode" (Desktop version) on the Form 1116 Worksheet, where the "Adjustment Exception" box is unchecked.
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‎February 24, 2026
2:45 PM
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