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Mo72
New Member

Table outlining rates/amounts on various income sources

I'm looking to view a table of how the total taxes are broken down by category (ordinary income, capital gains, etc.) and their corresponding rates/amounts.
I see the the Tax Summary option under the Tools menu, but it doesn't offer the detail I'm seeking.

 

Can the software generate such a table?

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1 Reply
SabrinaD2
Employee Tax Expert

Table outlining rates/amounts on various income sources

TurboTax can provide detailed breakdowns of your taxes by category, but the level of detail you seek might require using the TurboTax Desktop version. 

:

Here’s how you can get additional information 

  • Previewing Your 1040: To see more details, you can preview your 1040 form:
    • TurboTax Online: Go to Tax Tools > Tools > View Tax Summary > Preview my 1040.
  • Detailed Breakdown: For a detailed breakdown, you can use TurboTax Desktop and switch to Forms Mode:
    • Click on Forms in the upper right corner (upper left for Mac).
    • Open the relevant worksheets, such as the Qualified Dividends and Capital Gain Tax Worksheet.

If you want to see even more details, TurboTax Desktop allows you to go form by form and view all calculations directly.

 

You can also find detailed IRS tax tables for categories on the official IRS website. Here are some useful links:

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