@dandmorgan
(For both 2018 and 2019, Q. Divs are on form 1040, line 3a ...not on Schedule 1)
You didn't really make it clear whether you are talking about the 2018 or 2019 software !!
There was an actual IRS error in the IRS's Schedule D worksheet for the 2018 software, that was found in May of 2019...the TTX software would have been updated to correct it....probably by the end of June of 2019. Whether this is part of your issue is unknown, but it only affected 2018 software. IF you are talking about the 2018 software, and if you filed 2018 before the middle of May of 2019, the IRS was going to correct the problem with their computer calculations themselves...and issue corrections directly to the taxpayers ( i.e. I saw a post from a TTX expert that the IRS asked people to NOT file an amended 2018 tax return for this).
Then another December 2019 post in the Lacerte discussion area about a second notice that max taxes were being calculated, in error, for Cap Gains...again an IRS problem at their end with how they instructed the software companies to do the calcs, but I have no idea if this really affected your situation .
....but then you said you had both...so maybe the error was on your 2018 Cap Gains end and not in your Q.Divs...again..IF you are talking about 2018 taxes, not 2019
That I can see, this isn't a known current defect in the TTX fully "updated" software, but you'd have to run a software update first to see if the error is still in there.... if there was one in the earlier software for the tax year involved .
None of us other "users" could test it unless we had all of your exact data for all of your income because the Schedule D tax worksheet should be used in certain situations, and we can't know if it is a software error, or a mis-entry on your part that the IRS picked up on from the 1099-DIV, 1099-B/8949 and 1099-INT data the brokerages/banks etc, sent them separately from what you filed.
What you "can" do, is call TTX Customer Support to report that you believe problem occurs, and they would take a "diagnostic" copy of your tax return to work thru your exact data set to see if there was something entered that avoided the trigger to use one worksheet vs, the other.
All I can suggest is to Call them and give it a shot:
https://ttlc.intuit.com/community/using-turbotax/help/what-is-the-turbotax-phone-number/00/25632
____________*Answers are correct to the best of my knowledge when posted, but should not be considered to be legal or official tax advice.*
