Accounting Tax Forms Qualified Dividends and Capital Gain Tax Worksheet

This assignment requires you to complete four tax forms (Form 1040, Schedule 1, Schedule B, and Qualified Dividends and Capital Gain Tax Worksheet, using the provided taxpayer information.  The forms provided are for the tax year 2020 – (for the W-2, 1099-INT, and 1099-DIV, please disregard the 2018 tax year and treat them as 2020).

• Complete Schedule B first, then Schedule 1, then Form 1040 down through Line 10.  Then complete the Qual Div worksheet and use that information to complete the rest of the Form 1040