Qualified Dividends Tax Worksheet-Schedule G, line 1a Qualified Dividends Tax Worksheet-Schedule G, line 1a Summary: This is an example of Qualified Dividends Tax Worksheet-Schedule G (2020). The line items completed are as follows:Caution: Don't use this worksheet if the estate or trust must complete Schedule D (Form 1041). "1. Enter the amount from Form 1041, line 22" field contains 8,825 "2. Enter the amount from Form 1041, line 2b(2)" field contains 571 "3. If you are claiming investment interest expenses on Form 4952, enter the amount from line 4g; otherwise enter -0-" field contains 0 "4. Subtract line 3 from line 2. If zero or less, enter -0-" field contains 571 "5. Subtract line 4 from line 1. If zero or less, enter -0-" field contains 8,254 "6. Enter the smaller of the amount on line 1 or $2,500" field contains 2,500 "7. Enter the smaller of the amount on line 5 or 6" field contains 2,500 "8. Subtract line 7 from line 6. If zero or less, enter -0-. The amount is taxed at 0%" field contains 0 "9. Enter the smaller of line 1 or line 4" field contains 571 "10. Subtract line 8 from line 4" field contains 571 "11. Enter the smaller of line 1 or $12,300" field contains 8,825 "12. Add lines 5 and 8" field contains 8,254 "13. Subtract line 12 from line 11. If zero or less, enter -0-" field contains 571 "14. Enter the smaller of line 10 or line 13" field contains 571 "15. Multiply line 14 by 15% (.15)" field contains 86 "16. Enter the amount from line 9" field contains 571 "17. Add lines 8 and 14" field contains 571 "18. Subtract line 17 from line 16. If zero or less, enter -0-" field contains 0 "19. Multiply line 18 by 20%" field contains 0 "20. Figure the tax on the amount on line 5. Use the 2015 Tax Rate Schedule" field contains 1,885 "21. Add lines 15, 19, and 20" field contains 1,971 "22. Figure the tax on the amount on line 1. Use the 2015 Tax Rate Schedule" field contains 2,045 "23. Tax on all taxable income. Enter the smaller of line 21 or line 22 here and on Sch G, line 1a" field contains 1,971
