Anita01
New Member

Retirement tax questions

If you have capital gains, even if from a 1099-DIV, your tax is calculated on a worksheet instead of using the tables. When you print your return, if you ask for all forms and worksheets, you'll see a capital gains tax worksheet and can see your calculation there.  There are actually 7 different method that can be used to calculate your tax.  You have to see which method was used on your return.