Retirement tax questions

Hi,

 

For me calculation was correct.  It was based on the rule you provided:

 - line 36 multiplied by .1071
 - line 33 multiplied by .2857
 - line 30 multiplied by .4643
 - line 23

 

I double-checked the numbers - for me, all it  is:

1.  line 4 from 6251 form.

2. Line 30 (from form 6251) * 0.4643

line 18 form 1116 Result = 1. - 2. 

 

Did you have any lump sum? I did not. Also, tax was calculated based on Qualified Dividends and Capital Gain Tax Worksheet