factually
Index/Topics/Computing Qualified Dividends and Capital Gain Tax

Computing Qualified Dividends and Capital Gain Tax

The process of computing qualified dividends and capital gain tax using the Qualified Dividends and Capital Gain Tax Worksheet, including annualizing quarterly income and applying preferential tax brackets.

Fact-Checks

2 results
Jan 10, 2026
Most Viewed

How to compute the Qualified Dividends and Capital Gain Tax Worksheet for an annualized quarterly income amount?

Computing the Qualified Dividends and Capital Gain Tax Worksheet when income is reported as an annualized quarterly amount means first converting that quarter’s receipts to an annualized taxable-incom...

Jan 10, 2026

What are the exact 0%/15%/20% qualified dividend and long‑term capital gains threshold amounts for the 2025 tax year?

The long‑term capital gains and qualified dividend tax rates for the 2025 tax year are tiered at 0%, 15% and 20%; the taxable‑income cutoffs that determine which rate applies depend on filing status a...