Ok, I think I understand now. The form is correct and TurboTax is doing it correctly. As I suspect early, it's my understanding of the taxes. I mistakenly thoug...
Yyes but why? Don't I still have 2800 in qualified distributions? This is taking 200 of that 2800 and taxing it at 15% and reducing the amount subject to 0% tax...
I deleted the entire return, started new. Entered 3000 as ordinary income and 2800 as qualified dividends, no beneficiary, no distribution. I got the 600 exempt...
Ok, well, thanks for taking the time to helpThe more I review this, I'm thinking TurboTax is doing what the IRS form is asking. My lack of understanding may be ...
