@xsd wrote:
I think TurboTax is probablhy right about lines 8 and 15 in your screenshot because of the rules on page 3 of the 2019 Instructions for Form 8615 which and more limits to the text printed on the worksheet..
Great catch!!!
Indeed there are more rules in the instruction booklet for lines 8 & 15 computation than showed on the form itself:
Using the Qualified Dividends and Capital Gain Tax Worksheet
for line 7 tax. If you use the Qualified Dividends and
Capital Gain Tax Worksheet to figure the line 7 tax, complete
that worksheet in its entirety but with the following modifications.
1. Line 8. Add Form 8615, line 6, and $2,650. Enter the
smaller of the result and the amount listed below for your filing
status.
• Single or married filing separately—$39,375.
• Head of household—$52,750.
2. Line 15. Add Form 8615, line 6, and $12,950. Enter the
smaller of the result and the amount listed below for your filing
status.
• Single—$434,550.
• Married filing separately—$244,425.
• Head of household—$461,700.
