ItsTaxing
New Member

Get your taxes done using TurboTax

The earlier post is correct!  TurboTax has it's own version of the 8615 worksheet.  In the 2024 desktop version, you must click on the File menu -> Save As PDF to create a copy of the worksheet as a PDF.  The below dialog will appear.  Select the option "Forms to review or keep for your records".  Under that option, select: "Tax return, all calculation worksheets".  Lastly click on the bottom "Save As PDF".  Pick a location on your computer for the PDF.  After it saves, open the file and search within the file for the text 8615.  There will be lots of results.  Eventually you'll see a set of worksheets that TurboTax created for form 8615.  These worksheets will match the on screen help instructions from the help.  See below screenshots:

 

Saving a PDF of the worksheets

 

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TurboTax wizard to enter this information with help (help is shown by clicking on blue underlined text)

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Example worksheet (from the PDF saved above) that corresponds to the help instructions above.  NOTE: I blurred the numbers on the right, but yours will show the values from your return.

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