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Drostrat
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Where are qualified dividends (line 3a, form 1040) included in the social security benefit worksheet. qualified dividends are included in combined income, but where ?

 
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2 Replies

Where are qualified dividends (line 3a, form 1040) included in the social security benefit worksheet. qualified dividends are included in combined income, but where ?

The amount of your Qualified dividends is a sub-portion of, and included in your Ordinary dividends value.

 

So the SSBWksht just adds in the value of line 3b of the form 1040 into everything on line 3 of the SSBWksht, and that takes care of it.

____________*Answers are correct to the best of my knowledge when posted, but should not be considered to be legal or official tax advice.*

Where are qualified dividends (line 3a, form 1040) included in the social security benefit worksheet. qualified dividends are included in combined income, but where ?

And see the IRS worksheet in the 1040 instructions page 32.  It doesn’t ask for line 3a, just 3b since 3a qualified Div are included in 3b.   

https://www.irs.gov/pub/irs-prior/i1040gi--2024.pdf

 

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