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March 15, 2020
Question

Form 8615

  • March 15, 2020
  • 1 reply
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Hi,

 

So I'm currently an independent student and I am being asked to file form 8615. I had scholarship reimbursements that are being counted as unearned income. I am wondering if I have to file this form with my parent's information because I was under legal guardianship until I graduated from high school and am considered an independent. I'm just confused as to whether I need to file this form and what information I am supposed to include if I am.

 

Thank you.

1 reply

March 15, 2020

For 2019, a child must file Federal form 8615 if all of the following conditions apply:

  • The child has more than $2,200 in unearned income,
  • The child is required to file a tax return,
  • The child does not file a joint tax return with a spouse,
  • At least one of the child's parents is alive,
  • The child is within certain age limits.

For tax purposes, the child's "age" is the age on December 31. The child must file the form if any of these conditions apply:

  • The child is under 18 at the end of the year,
  • The child is 18 years old and does not have earned income that is more than half of the child's support for the year, or
  • The child was a full-time student age 19-23 and does not have earned income that is more than half of the child's support.

This TurboTax help also explains Federal form 8615.

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