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New Member
posted Oct 17, 2022 10:25:17 PM

Can i find the details of the 1040 tax amount calculation somewhere? my generated return doesn't match the amount per the irs tax table. taxable income of line 15is ok

tax on my return printed for $2293.   but when i use the tax table and look up my taxable income,  i see a tax amount of $2305.   pretty close but i'm curious why different.  is there a detail schedule available that shows  why they would be different?    i'm guessing it's a qualified dividends related issue, but i'd like to verify that.

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3 Replies
Level 15
Oct 17, 2022 10:28:26 PM

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 worksheets to see it.

 

For the Desktop version you can switch to Forms Mode and open the worksheet to see it.  Click Forms in the upper right (upper left for Mac) and look through the list and open the Qualified Dividends and Capital Gain Tax Worksheet.

 

You can probably tell because the tax on 1040 will be less than the Tax Table

https://ttlc.intuit.com/community/forms/help/form-1040-line-11-amount-is-less-than-standard-irs-tax-table/00/25752

New Member
Oct 21, 2022 6:18:19 PM

thanks for the reply  miss volvo.

i figured it must be hidden in the program somewhere.

but i don't see an option to do a pdf with worksheets.

when i click on the print / download option it just immediately takes me to the choosing download location screen.

hopefully i don't need to pay more money to see the worksheets.

do you know if the worksheets option may be hiding in some other menu location that's less obvious?

 

thanks again

Level 15
Oct 21, 2022 6:21:06 PM

Here's an alternate way to print by opening the filed return back up to print at the Print Center, where you can also get the worksheets.

 

Log in and at the Tax Home or in the section Your Tax Returns & Documents for 2021, look for a link Add a State.  Click on Add a State.  (you don't really add one.  That's just to open your return back up.)

 

After the return is open, click in the left menu column on TAX TOOLS, then PRINT CENTER.

Then choose Print, save, view this year's return.

The next screen should offer some options:  Just my tax returns or include government worksheets (optional), or include government and TurboTax worksheets (optional.)