Qualified dividends and capital gain tax worksheet missing?

Forum|Forum|2 years ago
February 23, 2024
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In my TY2023 form 1040, I'm trying to trace back the calculation for tax in line 16. Following the quick link takes me to the "Tax smart worksheet" in the 1040/1040SR worksheet. It's correctly checked A(4) (Qualified dividends and capital gain tax worksheet), but there's no link to that worksheet, and I can't find it anywhere in the forms list.

How do I view the QDCGT worksheet?

Best answer by MayaD

While in form mode:

Click the Open Form icon at the top of the forms list,.
In the search box type qualified dividend.
The Qualified Dividend and Capital Gain Tax Worksheet will then appear in the selection list.
Select it and open it.

MayaDAnswer

While in form mode:

Click the Open Form icon at the top of the forms list,.
In the search box type qualified dividend.
The Qualified Dividend and Capital Gain Tax Worksheet will then appear in the selection list.
Select it and open it.

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mgfrobozzAuthor

Employee

Thanks, Maya D.

I couldn't find it until TurboTax pulled a new set of updates and restarted, and then it appeared as "Qual Div/Cap Gn".

There's still no quick link on the 1040/1040SR Worksheet "Smart Tax Worksheet" line H, but it's fairly obvious from the check boxes above that it's from the "Qualified Dividends and Capital Gain Tax Worksheet", and most folks will connect that to the abbreviated name above.