Qualified Dividends and Capital Gain Tax Worksheet

Forum|Forum|11 months ago
October 2, 2025
3 replies
67 views

I am trying to download the Qualified Dividends and Capital Gain Tax Worksheet. When I open TurboTax, I do not see a Forms option. I only see Documents option and those are the documents that I uploaded. There doesn't seem to be a way to view or download that worksheet.

VolvoGirl

Level 15

You are looking in the wrong spot. Even though the full amount shows up in the total income on the 1040 line 7, if you have capital gains or qualified dividends the tax is not taken from the tax table but is calculated separately from Schedule D. The tax will be calculated on the Qualified Dividends and Capital Gain Tax Worksheet. It does not get filed with your return. In the online version you need to save your return as a pdf file and include all the worksheets to see it.

Save the PDF
https://ttlc.intuit.com/community/saving/help/how-do-i-save-my-turbotax-online-return-as-a-pdf/00/26234

JakeGreenAuthor

Level 2

I did as you suggested. However, when I try to download the return, it does not give me an option to include all worksheets. It only includes the return and Schedule sheets without the worksheets.

SteamTrain

Level 15

@JakeGreen

For folks using "Online" software, AND..If you've already filed...then you need to get back inside your tax return first.

You'd click on the text to "Add a State" (you won't have to add one...that just gets you back in).

Then, once in...you'd go to the left-side menu to the "Print Center"

Once in there you will have the option to create a PDF with all the worksheets.

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Don't make any changes in your actual file though.....don't go thru any of the interview questions again.....if you do so and you change anything, it will destroy some of what has already been filed and make your tax documents different from what the IRS & State already have.

____________*Answers are correct to the best of my knowledge when posted, but should not be considered to be legal or official tax advice.*