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Returning Member
posted Apr 29, 2025 11:13:01 AM

I have my dividends entered but they are not showing in my sum - this happened early on in my prep and corrected itself - now they have disappeared again....

Pretty sure the dividends are not reflected in my amount due. Weird things happening in turbo tax- not trusting it anymore - anyone else have this problem?

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1 Replies
Level 15
Apr 29, 2025 11:27:16 AM

Do they show up on 1040 line 3?  Why do you think they are not being taxed?  

Even though it shows up as income on the first page,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.    See this FAQ

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

 

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.