@bob_cutler The program is designed to take into consideration each type of income and tax it at the appropriate rate. That includes SS income, capital gains (long-term and short-term), other types of investment income, etc. Rather than entering the info directly into the worksheet, I'd suggest just using the entry methods as offered in my original answer. The program should properly calculate the taxes at the correct rates.
If you find that, after entering data using the methods suggested, you note an error in the program, please post back here. I'd be happy to report any noted bug to TurboTax Moderators for investigation.
*** I am NOT a tax expert. I am a seasoned TurboTax user, and volunteer to provide assistance to TT users. Nothing I post is to be considered TAX ADVICE; I bear no legal liability for responses.***
