ordinary dividends - Qualified dividends

[S&D Associates]

I understand they are taxed differently, but how is that shown on the return?

[New York Enrolled Agent]

I understand they are taxed differently, but how is that shown on the return?

People pay you to prepare their returns and you don’t know where to put them on the Form 1040 - seriously?

[Rapid Robert]

"how is that shown on the return?"

It is not shown on the return. The taxable amounts of course are reported directly on page 1 of Form 1040, Line 3a. But the actual tax calculation (line 16) is not shown directly on any form or schedule. Rather, there is a worksheet. Even if there were no qualified dividends or capital gains, just using the tax tables is also not "shown" on the return. When preparing the return, you are expected to follow the instructions and simply put the amount on Form 1040 line 16.

From the instructions:

"Qualified Dividends and Capital Gain
Tax Worksheet. Use the Qualified
Dividends and Capital Gain Tax Worksheet,
later, to figure your tax if you
don’t have to use the Schedule D Tax
Worksheet and if any of the following
applies.
• You reported qualified dividends
on Form 1040 or 1040-SR, line 3a."

[FEDUKE404]

I'm still staring in disbelief at the "I understand they are taxed differently" comment. . .

[S&D Associates]

Just answer the question or not. Your sarcasm is not necessary. There are questions I could ask you, you wouldn't know. I know exactly where they go and what the calculation is. I was just looking for the worksheet. Do me a favor and don't respond to any of my questions.

[Lion]

Where the worksheet is, is a software specific question. What software do you use?

[S&D Associates]

Proseries basic.

[Lion]

Can't help with that, but maybe someone here can.

[FEDUKE404]

Can't help with that, but maybe someone here can.

Isn't Proseries similar in many ways to TurboTax? (Intuit ??)
Most tax software AUTOMATICALLY generates a worksheet for determining the federal tax if qualifying dividends and/or capital gains are involved. Information from the software data entry worksheets for a Form 1099-DIV and/or a Form 1099-B should populate the tax calculation worksheet which can be easily viewed / printed.