The IRS says that if I meet the following five conditions, I must file Form 8615.
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 2018,
b. Age 18 at the end of 2018 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 2018 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 2018.
5. You don’t file a joint return for 2018.
I do not meet condition 5 as I am filing a joint return for 2018 with my spouse. I want to clarify that I can remove Form 8615 from my return. I was also required to pay to upgrade my account in order to access this form. If I don't need this form, I would like to remove the upgrade and receive a refund.
