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Qualified Dividends and Capital Gain Tax Worksheet


TAXBILLY

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Can't seem to find the worksheet on the lower left list on Schedule D or is it me?

I have a client who had taxable income of $1737 and the tax was zero. At first I thought there might be a programming error but then realized that this worksheet kicks in since he had qualified dividends and a stock sale. I was able to download the worksheet and did it manually to verify that the tax of zero is correct.

If it is not in the program it should be and I'll notify ATX if that is true but I don't want egg on my face if it is actually there in the program.

taxbilly

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