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Get your taxes done using TurboTax
I don't believe that answer is correct. I'm using Turbotax Desktop and I had both Capital Gains and Qualified Dividends. The IRS notified me that they were recalculating my taxes because Turbo Tax did not correctly calculate my taxes and they notified that my refund would be approximately 2800 higher. It seemed too good to be true so I built my own model to use the Qualified Dividend and Capital Gains Worksheet and the IRS is, in fact, correct. Digging deeper to see why this was I looked at the schedules from Turbo Tax desktop and found that they instead used the Schedule D worksheet to calculated my taxes rather than the Qualified Dividend and Capital Gains Worksheet. On Schedule 1 line 3a the dividend is clearly listed as Qualified but the program ignores this. I would love to hear back from Turbotax if this is something that I'm not doing correctly or if they are taking steps to correct this. Reading other posts it appears like it is a recurring problem with the desktop edition going back to at least TY2018.