Why do I need to fill out a 8615 form with my pare...
kalene-jasso
New Member

Why do I need to fill out a 8615 form with my parents information if my parents are not claiming me?

my fiancé will be claiming me for 2016. and my unearned income is from scholarships and grants which have nothing to do with my mother.
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macuser_22
Level 15

Get your taxes done using TurboTax

The 8615 can be required whether you are claimed or not.

See IRS Pub 17:

https://www.irs.gov/publications/p17/ch31.html#en_US_2016_publink1000174280

Tax for Certain Children Who Have Unearned Income

If a child's interest, dividends, and other unearned income total more than $2,100, part of that income may be taxed at the parent's tax rate instead of the child's tax rate. If the parent doesn't or can't choose to include the child's income on the parent's return, use Form 8615 to figure the child's tax. Attach the completed form to the child's Form 1040 or Form 1040A.

When Form 8615 must be filed.   Form 8615 must be filed for a child if all of the following statements are true.
  1. The child's unearned income was more than $2,100.

  2. The child is required to file a return for 2016.

  3. The child either:

    1. Was under age 18 at the end of the year,

    2. Was age 18 at the end of the year and didn't have earned income that was more than half of his or her support, or

    3. Was a full-time student at least age 19 and under age 24 at the end of 2016 and didn't have earned income that was more than half of the child's support.

  4. At least one of the child's parents was alive at the end of 2016.

  5. The child doesn't file a joint return for 2016.



**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.**
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