I can't begin to say how relieved I am to have located this thread. I have run into a similar situation but before finding this explanation, I went through every figure and reworked my own worksheets with a fine-toothed comb, thinking I must have input something incorrectly. I stared at the "Qualified Dividends and Capital Gains Tax Worksheet," realizing it was a key, but it's over my head. I spent an hour calling Turbotax and the rep had me jump through hoops, clicking through items for a half hour but nothing changed. I was convinced the outcome with such a small amount of tax could not be correct, but based on the information that's been shared here, hopefully it is.
