The income summary page not only includes interest and dividends, but also both long-term and short-term capital gains.
This summary was not intended to identify specific taxing methods, but rather to give a general idea of where the income came from. To better evaluate the taxing methods, I suggest you preview your 1040 tax return.
- On the menu bar on the left that shows.
- My Info
- Federal
- State
- Review
- File
- Select Tax Tools
- On the drop-down select Tools
- On the popup menu
- Select View Tax Summary
- On the left sidebar
- Select Preview my 1040.
Line 3a - Qualified Dividends
Line 3b - Ordinary Dividends
Line 15 - Taxable Income
Line 24 - Total Tax.
Line 25 - Withholdings.
Line 33 - Payments including Credits.
Line 34 - Overpayments.
Line 37 - Tax owed.
To return to the entry screens press Back on the sidebar.
If this does not completely answer your question, please contact us again and provide some additional details.
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