According to the use instructions for Form 8615 published by the IRS for 2023, the form must be used but only if all of the following apply:
1. The child had more than $2,500 of unearned income. YES.
2. The child is required to file a tax return. YES
3. The child either:
a. Was under age 18 at the end of 2023, NO
b. Was age 18 at the end of 2023 and didn’t have earned
income that was more than half of the child's support, c. Was a full-time student at least age 19 and under age 24 at the end of 2023 and didn’t have earned income that was
more than half of the child's support. NO -- She was 23 but she was NOT a full-time student at the end of 2023, she graduated in June 2023 and she was gainfully employed the rest of the year with EARNED income that was MORE THAN HALF of her Support. (She was also not claimed as a dependent in 2023).
I know how to delete Form 8615 and Form 8615 Worksheet but the program will not let me finish the federal return without completing Form 8615 which reappears. Help, please.
