Form 8615

Forum|Forum|4 years ago
May 6, 2021
1 reply
0 views

In the "fixing" stage at the end, just before filing, TT pulled up the 8615 and asked me to check a box for filing status of parents (ie my wife and I) but only offered the option of "single". I viewed what it is ready to file and it (and the equivalent CA form) are indeed showing my filing status as Single. I don't want this to get bounced somehow as inconsistent with how my wife and I are filing our return so how do I go in and correct this?

Thanks

macuser_22

Employee

@sroussak wrote:

In the "fixing" stage at the end, just before filing, TT pulled up the 8615 and asked me to check a box for filing status of parents (ie my wife and I) but only offered the option of "single". I viewed what it is ready to file and it (and the equivalent CA form) are indeed showing my filing status as Single. I don't want this to get bounced somehow as inconsistent with how my wife and I are filing our return so how do I go in and correct this?

It asks the filing status if yiur *parents* not you.

If you are married and filing jointly then the 8615 dose not apply anyway.

https://www.irs.gov/pub/irs-pdf/i8615.pdf

Who Must File
Form 8615 must be filed for anyone who meets all of the
following conditions.
1. You had more than $2,100 of unearned income.
2. You are required to file a tax return.
3. You were either:
    a. Under age 18 at the end of 2020,
    b. Age 18 at the end of 2020 and didn’t have earned income
    that was more than half of your support, or
    c. A full-time student at least age 19 and under age 24 at the
    end of 2020 and didn’t have earned income that was more than
    half of your support.
4. At least one of your parents was alive at the end of 2020.
5. You don’t file a joint return for 2020.

**Disclaimer: This post is for discussion purposes only and is NOT tax advice. The author takes no responsibility for the accuracy of any information in this post.**

sroussakAuthor

Sorry if I wasn't clear: the 8615 is for my daughter's return, and it's asking about the filing status of her parents ie my wife and me, who are filing jointly. ie Boxes A and B ask for parents' info (my name, as listed first on our return, and SSN), Box C asks for *parents" filing status and has Single checked, which is wrong.

macuser_22

Employee

There should be a question in the 8915 interview that asks for the parent filing status.

**Disclaimer: This post is for discussion purposes only and is NOT tax advice. The author takes no responsibility for the accuracy of any information in this post.**