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faxianjhuang
Returning Member

How to answer "Tell us if you had either of these worksheets" about capital gains when changing from single to joint filing?

In our joint return, I'm trying to claim my spouse's credit for prior year minimum tax paid. We both filed single last year.

 

My spouse had neither "Qualified Dividends and Capital Gain Tax Worksheet" nor "Schedule D Tax Worksheet" so I picked "Neither" to the question "Tell us if you had either of these worksheets" about capital gains, despite that it auto-populated the "Qualified Dividends and Capital Gain Tax Worksheet" choice from my 2022 return (we both filed single in 2022, so I figured we should stick with his return). However, the tool later complains:

 

Form 8801: Question A3 should not be checked since there are information from prior year Schedule D Tax Worksheet

 

and I noticed the Form 8801 has my SSN (with both our names).

 

How can I go about this?

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