@sherlock-homes wrote:
Yes, I had both capital gains and qualified dividends. Do I just trust turbo tax?
TurboTax must follow all the IRS rules when calculating anything on a federal tax return.
If you are using the TurboTax desktop editions you can click on Forms. When in Forms mode you will see the either the Schedule D worksheet or the Qualified Dividends and Capital Gains Worksheet listed in your account.
If you are using the TurboTax online editions you will not be able to access any of the worksheets until you have either paid the TurboTax account fees or you have filed the federal tax return and it has been accepted by the IRS.
To pay the TurboTax online account fees by credit card, without completing the 2021 return at this time, click on Tax Tools on the left side of the online program screen. Then click on Print Center. Then click on Print, save or preview this year's return. On the next page, to pay by credit card, click Pay Now. The next screen will show a review of your Fees, click on Continue. Complete the next screen to pay by credit card and click Continue.
