In past years I’ve filed a return for us (the parents) and
a separate return for my high school age daughter. She has a W-2 and investment (mutual fund)
income.
I am trying to do the same (file two returns) this year.
The new aspects are college educational expenses (I received Forms 1098-T and
1099-Q), which I entered on the parent’s return.
TurboTax is doing something new this year that I haven’t
seen in the past. It has generated a Form 8814 for the parent’s return. (I
assume this has been triggered because of the educational expenses.) I don’t want to use the 8814 because I will
be filing a separate return for my daughter.
Is it safe for me to delete the 8814 form the parent’s
return? Or should I move the educational
expenses (1098-T & 1099-Q) to my daughter’s return? Or do something else?
