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Wallstreet Esq., Tax Attorney
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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: 1 year ago.
Category: Tax
Expert:  emc011075 replied 1 year 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.