topic Dividends - qualified and not in Get your taxes done using TurboTax

Dividends - qualified and not

ArieAvnur — Sat, 04 Oct 2025 05:02:58 GMT

Since box 1a (or the sum of 1a box in all the 1099-div forms) which is the total of qualified and non-qualified is entered into box 3b, which in turn is added to the regular income that is taxed at regular rates according to filer's income, doesn't it mean that the qualified dividends are also taxed at regular rate and then in addition at the capital gain rate?

Re: Dividends - qualified and not

VolvoGirl — Sat, 04 Oct 2025 05:09:26 GMT

No. Even though the full amount shows up in the total income, 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.