Schedule D oddity. Doesn't place checkmark on Sch D Line 22 and won't allow me to

[Zirpto]

I'm using the desktop download version and in reviewing my printed returns, I see there is no checkmark on Schedule D Line 22.   I do have both capital gains and qualified dividends, and last year the software placed an automatic checkmark on the Schedule D Line 22 that said "yes" for  "I have qualified dividends on Form 1040, Line 3a."    Since TurboTax didn't automatically put a checkmark there this year, I went to look at forms view, and it wouldn't allow me to manually place a checkmark there.   However, TurboTax does figure my tax on the capital gain/qualified dividend worksheet, so I guess all is well in spite of that.

The error check is OK so I guess it's not significant that the D Line 22 is not answered.   I just found it odd that TurboTax made the entry last year but not this year, and won't let me do it either.

[rjs · Accepted solution]

Are the Yes boxes checked on Schedule D lines 17 and 20? If so, the tax is calculated on the Qualified Dividends and Capital Gain Tax Worksheet, and Schedule D line 22 is not used.

You must have had a different situation on Schedule D last year, which did require going to line 22.

[Zirpto]

You win the prize!  That's it!  Yes, Schedule D lines 17 and 20 do have checkmarks.   And yes, it was due to a different situation.  Last year I had an overall loss, this year a gain.    And I now noticed the tiny print after the line 20 "yes" checkmark that says specifically "Don't complete lines 21 and 22 below."  

So everything is working correctly.   That explains it.  Thanks!

[TaxFart]

According to the IRS, the answers may be incorrect.  I have the exact same situation for my 2023 taxes and let Turbotax use the Schedule D Tax Worksheet to calculate my tax due.  However, the IRS corrected my taxes when I filed with the Schedule D Tax Worksheet tax.  The IRS corrected my return to use the Qualified Dividends and Schedule D Tax Worksheet and this resulted in $8000 less tax owed.  
I confirmed this by overriding line 22 in schedule D so Turbotax uses the Qualified Dividends and Schedule D Tax Worksheet to calculate my tax and now the Turbotax calculation  for tax owed matches the IRS calculation for tax owed Qualified Dividends and Schedule D Tax Worksheet .    Still Turbotax continues to use the  Schedule D Tax Worksheet to calculate my tax.  How can I override Turbotax to use Qualified Dividends and Schedule D Tax Worksheet for my tax?

My bet is on Turbotax doing this incorrectly and the IRS is right.

[bucweat]

I'm in the same situation. How does one push this up to the TurboTax support folks?