Form 8960 is not scheduled to release until Feb 7.
The reason might be because the IRS has not yet release the final instructions for the form.
The current IRS instructions for form 8960 state:
"Who Must File
Attach Form 8960 to your return if your
modified adjusted gross income (MAGI) is
greater than the applicable threshold
amount."
The MAGI for single is $125,000 and $250,000 for marred joint.
User that rule, anyone with that amount of income must include the 8960 even is the AGI is the ONLY entry on the form. It makes no difference if there was investment income or not.
However, the IRS 2018 instructions for the form still refer to the 2017 version of the form so it is not clear what the actual 2018 instructions will say once the IRS released them - waiting on the IRS to clarify. In the mean time TurboTax can only follow the existing IRS rules which is to require the form.
**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.**
