Q. Do I need to file Kiddie Tax Form 8615 for a year where I’m not required to file federal 1040 per IRS requirements, but must file a 1040 anyway due to a lower state tax threshold?
A. Yes.
Most tax software (including TurboTax) will produce form 8615 but will stop at line 5, which says:
"5. Enter the smaller of line 3 or line 4. If zero, stop; do not complete the rest of this form but do attach it to the child’s return"
