RDL
Level 2

The qualified dividends are taxed at the reduced rate on the worksheet even when the election is made to include them in investment income. This appears to be incorrect.

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BobKamman
Level 15

You mean the amount on Line 4g of the Form 4952?  It also has to be entered on Line 3 of the Schedule D Tax Worksheet, which I don't have in front of me at the moment.  Maybe that's a manual entry also.  

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