I’m confused and trying to understand because she said we would definitely need to file a 8615 for our situation and you said I don’t. TurboTax is making us add the form to her return so something isn’t adding up. Everything we read says that she needs it and your post is the only one that says we don’t so I’m asking for a second opinion to confirm. It was directed to the first tax expert that said we would definitely need that form.
