1099B return is less w/ less in Box 1B,if box 1a=1b(1a=$50, 1b=$50) return is more than if box 1a>1b(1a=$50, 1b=$40) I expect return to + w/ lessQualified Dividends why?

xnickb113x · ‎June 6, 2019

I consolidated my question to fit the character limit for that field.

To add more detail, ultimately, what I am seeing is that with less in qualified dividends my tax return decreases compared to having the Qualified Dividends match the Total Ordinary Dividends. This calculation seems incorrect... I expect taxes to be computed based on the Qualified Dividend amount and increase my return if it is less than the total Ordinary.

Can I get an explanation for why this is happening? I'm probably missing something but could be an issue with the software if not.

1099B return is less w/ less in Box 1B,if box 1a=1b(1a=$50, 1b=$50) return is more than if box 1a&gt;1b(1a=$50, 1b=$40) I expect return to + w/ lessQualified Dividends why?

1099B return is less w/ less in Box 1B,if box 1a=1b(1a=$50, 1b=$50) return is more than if box 1a>1b(1a=$50, 1b=$40) I expect return to + w/ lessQualified Dividends why?