DaveL
Returning Member

Get your taxes done using TurboTax

Yes, the 8676 is from TT. I do have qualified dividends and I also have long and short term capital gains.  Schedule 3 & schedule 5 are OK with respect to credits. I am thinking that the answer is in the dividends and capital gains though I didn't know that qualified dividends had a different rate like ST Cap gains.  That would make sense if different rates were applied and explain the number on the TT form. I will attempt to break those off of the Taxable Income number and apply the appropriate rates and see what happens.

 

Thanks everyone!