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Thanks!   I now get it....   The primary purpose of the worksheet is to calculate the tax on your qualified dividends and capital gain income, that can differ from the tax on your other "ordinary " income. Qualified dividends are treated as capital gain income and taxed accordingly. Capital gains are typically taxed as 0, 15 or 20%, which differs from your ordinary income. The worksheet shows you how that portion of your tax is calculated along with the rest of your income tax.

Q. I did have medical deductions. Can I assign that to my husband and  be okay? A. Probably.   There is no hard and fast rule on how you allocate the amounts between the spouses. ·             If it's clear who paid it, e.g. it was deducted from one spouse's pay, allocate it all to him ·             You can split it 50-50. ·             You can put it all to the higher earning spouse. ·             I proportion mine by percentage of income, e.g. if the wife earns 40% of the income, allocate 40% of the adjustment to her.

Maybe you are waiting for some forms.  Click Review to see if you are missing some forms needed in order to e-file.   Many federal and state forms are not yet available.  Check here for form availability. The dates are subject to change.   Tax form availability tool     Be patient.    IF you e-file now, your return will go into “pending” until the IRS starts to accept/reject returns in late January. You cannot make any changes while the return is on the server. The IRS will start to accept/reject 2025 e-files on January 26.   And….a state return cannot be accepted until after the IRS accepts your federal return.

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