Hal_Al
Level 15

Investors & landlords

Q.  When using TurboTax, how do I ensure that my capital gains are taxed at 0% if I do cross the relevant threshold?

A.  Review the "Qualified Dividends and Capital Gains Tax worksheet" (abbreviated "Qual Div/Cap Gn" on the forms list) for the actual calculations. Look at line 9 (the amount taxed at 0%) and line18 (the amount taxed at 15%), in particular.