Have a Tax Question? Ask a Tax Expert
I hold a JD (Juris Doctorate, a doctoral degree in the law), with concentration in Tax Law, Estate law & Corporate law, an MBA, with specialization in finance & tax, as well as CFP® and CRPS designations. - I’ve been providing financial, Social Security & Medicare, estate, corporate & tax advice since 1986.
Hi, I can help here. What your question?
If you correctly reported qualified dividends on your tax form - the IRS will know that you used special worksheet to calculate your taxes.So there will not be any flags and will not be any questions.The IRS computer will do the same worksheet and will automatically verify your calculations.
So the main issue to correctly report amounts on line line 9a and 9b.
Qualified Dividends and Capital Gain Tax Worksheet—Line 44
see page 44
Let me know if you need any clarification this matter.