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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
March 18, 2024
10:23 AM