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Personal Finance and Investing

question everything

(49,545 posts) Tue Jan 29, 2019, 11:43 PM Jan 2019

If you are using the Qualified Dividends schedule [View all]

to calculate your tax, pay attention. Line 8 has a higher value than last year: 77200 vs. 75900 if married filing jointly. Made a major difference in our tax.

I just had to modify my spreadsheets that have served me well for many years. I worked on Form 1040 and Sch. 1 and the SS worksheet and the Qualified Dividends and I thought I was going out of my mind. I thought I had everything there.

For now.

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6 replies

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If you are using the Qualified Dividends schedule [View all] question everything Jan 2019 OP

Long term capital gains too are treated the same way, subject to the same thresholds progree Jan 2019 #1

You guys ever hear of Turbotax ? rickford66 Jan 2019 #2

I will be using it for the first time this year. For the past 35 years I used a tax preparer progree Jan 2019 #3

Love TurboTax, I think it cheats in our favor in secret ways, lol. Croney Jan 2019 #5

Of course. Have been using it for years question everything Jan 2019 #6

I use an accountant. PoindexterOglethorpe Jan 2019 #4

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