The Qualified Dividends and Capital Gain Tax Worksheet in TurboTax seems to always include long term capital gains from Schedule D. How can I ensure I pay 0% tax on these long term gains based upon our income being well below $94,050:
A capital gains rate of 0% applies if your taxable income is less than or equal to:
Source: https://www.irs.gov/instructions/i1040gi#en_US_2024_publink100020245
You can double-check this way:
If you are using desktop TurboTax, you can go into Forms Mode and look at Line 9 of the Qualified Dividends and Capital Gain Tax Worksheet. You will see an annotation on Line 9 that says "This amount taxed at 0%."
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