Education

Thank you very much rjs.  You are correct - I am looking at the Form 8615 Schedule D Tax Worksheet in TurboTax.  And thank you for the explanation that TurboTax always uses the Schedule D Tax Worksheet.  I cannot find that sentence you quoted in the Form 8615 help but that clears that part up as to the why.  And yes, line 11 of Form 8615 is zero.

 

I found my error, thanks to you.  I entered an incorrect value on one of the lines on the Qualified Dividends and Capital Gains Tax Worksheet, and that threw the remaining calculations off.  After correcting, I do indeed get the same result per your statement, in comparing TurboTax's Schedule D Tax Worksheet resulting tax and the Qualified Dividends and Cap Gains Tax Worksheet resulting tax.  Thank you!