When you have long term stock sales, and they are below the threshold as you indicate, then your capital gains tax on this amount should be zero. See the threshold levels below. Entering them in the Step-by-Step as indicated by @rjs may eliminate your experience.
IRS Tax Topic 409
A capital gains rate of 0% applies if your taxable income is less than or equal to:
- $48,350 for single and married filing separately;
- $96,700 for married filing jointly and qualifying surviving spouse; and
- $64,750 for head of household.
A capital gains rate of 15% applies if your taxable income is:
- more than $48,350 but less than or equal to $533,400 for single;
- more than $48,350 but less than or equal to $300,000 for married filing separately;
- more than $96,700 but less than or equal to $600,050 for married filing jointly and qualifying surviving spouse; and
- more than $64,750 but less than or equal to $566,700 for head of household.
@gdahlin
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