@rjs
Is it possible that the decidedly minimalist return I have already filed that I don't mind sharing below
is pushing the TurboTax algorithms to not bother showing the Qualified Dividends and Capital Gain Tax Worksheet since, please note, that there is actually no tax owing due to box 15: Taxable income being so low?
I had put in a lot of detailed deductions for record keeping, and they all show up in the smart worksheets, but that's all superseded by box 12: Standard deduction.
I had gone almost all the way with a second amended return with zero in the box 3b: Ordinary dividends in Form 1040, but I didn't file that. I then told TurboTax Online to cancel that amended return, and did the procedure I showed earlier to get all the worksheets and schedules. That is most likely why on that many pages long PDF I see zero in the box 3b: Ordinary dividends in Form 1040, but it shouldn't be like that, since I had already told it to cancel the amended return.
Thus one question is: can I get the full printout of the first amended return that was filed? Despite me canceling this second amended return, it seems like some of the modified figures have remained.
I have filed an original and amended return already, where everything is directly imported from my brokerage's Form 1099-DIV by electronic transfer between Intuit's servers and my brokerage's servers, hence I didn't even need to have the 1099-DIV on my local disks. Those original and amended returns both have the same number in Ordinary dividends and Qualified dividends in both Forms 1040 and 1099.
The mix-up between boxes 1a and 2b that @rjsnoted was just my own typo in these messages, not what actually went in to TurboTax Online.
In that amended return's 1040-X, Part III Explanation of Changes, I put:
Added investment interest and tax preparation software expense.
Hence the changes are not relevant to the treatment of dividends that we are discussing.
