Hi Steamtrain,
thanks for your response, I think we are getting closer to the answer. I also have both qualified and unqualified dividends.
there is no schedule D produced nor is there a qualified dividends and capital gain worksheet.
I did notice all of these 3 items, both types of dividends and the line 2a capital gain amount on form 8960 and the extra tax from line 17 on this form carried over to Schedule 2.
I still question why ordinary dividends and capital gains show up on lines 3b and line 7 on 1040 form to get included in the AGI amount on Line 11.
Does this appear correct ? Why are these in the AGI if they are taxed via form 8960 ?
why does TurboTax check the box on line 7 that schedule D is not required ?
