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December 14, 2024
Question

Where on the TurboTax website can I find my 2023 Form 1040 Line 16 Qualified Dividends and Capital Gain Tax Worksheet?

  • December 14, 2024
  • 1 reply
  • 0 views
I want the federal income tax calculation details behind my 2023 federal income tax liability.

    1 reply

    VolvoGirl
    Employee
    December 14, 2024

    Even though it shows up as income on the first page,if you have capital gains or qualified dividends the tax is not taken from the tax table but is calculated separately from schedule D.  The tax will be calculated on the Qualified Dividends and Capital Gain Tax Worksheet.  It does not get filed with your return.

     

    In the online version you need to save your return as a pdf file and include all worksheets to see it.

     

    For the Desktop version you can switch to Forms Mode and open the worksheet to see it.  Click Forms in the upper right (upper left for Mac) and look through the list and open the Qualified Dividends and Capital Gain Tax Worksheet.  And you will need to use this IRS worksheet on page 15.

    https://www.irs.gov/pub/irs-pdf/i1040tt.pdf

    tmjmzzAuthor
    December 14, 2024

    VolvoGirl, Thanks for the info.

     

    For 2023 I did the online TurboTax version and when I saved a PD of my final return, I did not include all supporting worksheets.

    So can I ask for the 2023 Form 1040 Line 16 Qualified Dividends and Capital Gain Tax Worksheet now?

    Is there some other way to get it?

     

    VolvoGirl
    Employee
    December 14, 2024

    Did you save the pdf earlier?  Try saving it again now.  Now that 2023 Online has closed the pdf should have all the worksheets.