I can't figure out how my tax was calculated. It should be done using the Qualified Dividends and Capital Gains Worksheet, but that doesn't appear in my return from TTax

[jbjaynes53]

I wonder if there is a way to get more info. from TurboTax about how the tax is calculated in such cases.

[rjs]

There are seven different methods that can be used to calculate your tax, depending on what is in your tax return. The seven methods of calculating the tax are the Tax Table, Tax Computation Worksheet, Form 8615, Schedule D Tax Worksheet, Qualified Dividends and Capital Gain Tax Worksheet, Schedule J, and Foreign Earned Income Tax Worksheet.

In the IRS instructions for Form 1040, look at the instructions for line 16. Starting at the bottom of the right column on page 32 it explains the seven methods that can be used to calculate the tax on line 16.

In TurboTax the Tax Smart Worksheet has 7 checkboxes that show you which method TurboTax used. I don't know if there's any way to see the Tax Smart Worksheet in TurboTax Online. It is part of the "Form 1040 or Form 1040-SR Worksheet," which may not be included in the PDF of your return. If the Print Center allows you to select a specific form, printing the Form 1040 or Form 1040-SR Worksheet should include the Tax Smart Worksheet, after the form itself. In the CD/Download TurboTax software you can see the Tax Smart Worksheet in forms mode, between lines 15 and 16 of the Form 1040 or Form 1040-SR Worksheet, and you can print a specific form.

[fanfare]

TurboTax Online is oriented toward those who are forms-challenged.

For your situation, you want to use the cd/download program.

[VolvoGirl · Accepted solution]

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.

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 2020, 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.)

[jbjaynes53]

Thank you so much!  That was extremely helpful, and just what I needed to know.  I have resolved my problem, thanks to you.