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Level 2
March 9, 2024
Question

qualified dividends

  • March 9, 2024
  • 1 reply
  • 6 views

How can a user tell whether or not TurboTax is using the Qualified Dividends and Capital Gains Worksheet? I have used that in the past to reduce my Federal taxes

    1 reply

    Mike9241
    Level 15
    Level 15
    March 9, 2024

    it's automatic if you have QDs or net LTCG. 

    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.

    Mike9241
    KARO12Author
    Level 2
    March 13, 2024

    Thanks for the info.  I did see that this worksheet had been used