How JustAnswer Works:
  • Ask an Expert
    Experts are full of valuable knowledge and are ready to help with any question. Credentials confirmed by a Fortune 500 verification firm.
  • Get a Professional Answer
    Via email, text message, or notification as you wait on our site.
    Ask follow up questions if you need to.
  • 100% Satisfaction Guarantee
    Rate the answer you receive.
Ask Wallstreet Esq. Your Own Question
Wallstreet Esq.
Wallstreet Esq., Tax Attorney
Category: Tax
Satisfied Customers: 577
Experience:  10 years experience
16356563
Type Your Tax Question Here...
Wallstreet Esq. is online now
A new question is answered every 9 seconds

Tax Year 2015 Return: Qualified Dividends I am trying to calculate

Customer Question

Tax Year 2015 Return: Qualified Dividends
I am trying to calculate Qualified Dividends, but it gets confusing on Form 1040.
- Do I place Qualified Dividends amount only in Line 9b, or in both 9a and 9b?
- Qualified Dividends and Capital Gains Worksheet: I know to enter 9b onto Line 2 of worksheet, but is there any other place it should be reported?
Submitted: 7 months ago.
Category: Tax
Expert:  emc011075 replied 7 months ago.
Hi. My name is ***** ***** I will be happy to help you. Your dividend statement should break it down for you. Ordinary dividends go on line 9a and qualified only on line 9b. The worksheet is only to help you to calculate tax on line 44. It is not a tax form and yo will not need to include it with your tax return.

Related Tax Questions