Screen TPW - Tax Projection Worksheet (1041)

Income

Print Tax Projection Worksheet
Enter
X
to print the worksheet without entering income, deductions, taxes, or payments.
Qualified dividends
Enter the amount of qualified dividends that are eligible for a lower tax rate than other ordinary income. To calculate the Tax Project Worksheet tax, you must include the amount of qualified dividends in the
Ordinary dividends
field.
Capital gain / loss: Long-term
Enter the total long-term capital gain or loss the client expects for the next year. This total calculates any net capital gain to be taxed using the maximum capital gain rates. The amount you enter should include the net 28-percent capital gain or loss and the unrecaptured section 1250 gain.
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