I cannot duplicate the calculation of Tax shown on line 16 of form 1040-SR for 2025. Based on the formula supposedly used by TurboTax the amount differs from printed 1040

c-j-becker · ‎February 8, 2026

The IRS.gov worksheet and TurboTax formula agree, but the result is different from what is printed on line 16 of 1040-SR

xmasbaby0 · ‎February 8, 2026

Did you enter any capital gains or qualified dividends? Those calculations are done differently; it does not all come from one tax table.

**Disclaimer: Every effort has been made to offer the most correct information possible. The poster disclaims any legal responsibility for the accuracy of the information that is contained in this post.**

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xmasbaby0 · ‎February 8, 2026

Did you enter any capital gains or qualified dividends? Those calculations are done differently; it does not all come from one tax table.

**Disclaimer: Every effort has been made to offer the most correct information possible. The poster disclaims any legal responsibility for the accuracy of the information that is contained in this post.**

c-j-becker · ‎February 8, 2026

Yes, I had capital gains and qualified dividends. After I posted the question I researched online using Google and learned that TurboTax used a Qualified Dividends and Capital Gain Tax Worksheet which I was finally able to find.

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I cannot duplicate the calculation of Tax shown on line 16 of form 1040-SR for 2025. Based on the formula supposedly used by TurboTax the amount differs from printed 1040