KrisD15
Expert Alumni

Retirement tax questions

Could be that your tax is figured on a worksheet other than the tax table. 

 

According to the IRS:

“Schedule D Tax Worksheet. Use the Schedule D Tax Worksheet in the Instructions for Schedule D to figure the amount to enter on Form 1040 or 1040-SR, line 16, if: 

• You have to file Schedule D, and line 18 or 19 of Schedule D is more than zero; or 

• You have to file Form 4952 and you have an amount on line 4g, even if you don’t need to file Schedule D.”

 

You can look at the "Qual Div?Cap Gn"  worksheet in your documents or, if using Desktop, in FORMS Mode. 

 

Please see page 36

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