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Investors & landlords
If you are using the CD/download software, you can look for the Qualified Dividends and Capital Gains Tax Worksheet (heavily abbreviated so use your imagination for the name of the worksheet). This worksheet shows how your income tax is calculated if you have capital gains or qualifying dividends. There are other worksheets for other situations.
Finding this worksheet will help explain how TurboTax calculated the tax.
If you are using the Online product, you might not be able to see this worksheet until you pay for the product.
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‎February 9, 2021
8:24 PM