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Get your taxes done using TurboTax
For someone that is retired with no earnings from work of income from self-employment, TurboTax 2020 ignores all data entered on the page that asks you to enter Qualified Dividends and Capital Gains and Losses instead of adding it to the amounts reported on the Other Income page. When using EasyStep there is no indication that the Qualified Dividends and Capital Gains and Losses data must also be entered a second time on the Other Income page.
The only place where this is documented is on the Estimated Taxes and W-4 Worksheet found under Forms. By entering the data a second time on the Other Income page, TurboTax 2020 Qualified Dividends and Capital Gains and Losses are treated as ordinary income for the purpose of computing your estimated tax liability.
At least I know why, I've owed taxes and penalties when I filed my taxes in the past.