rjs
Level 15
Level 15

Get your taxes done using TurboTax

Are all, or almost all, of the added dividends qualified dividends? In other words, on the 1099-DIV that you added, is box 1b (qualified dividends) equal to, or almost as much as, box 1a (total ordinary dividends)? If your income is low enough, it's possible for qualified dividends to be taxed at a 0% rate.