Q. And on schedule 1, line 8z, there is a zero dollar amount, and a description "See Stmt". I just need to include the extra statement produced by TT with my return, correct?
A. Yes. That happens automatically if you e-file from TT.
Q. Also question re. form 8615. How to bypass this step if I don't have their information?
A. You can't . You get the info from them or you guess at the numbers. All you need is enough to get their marginal tax rate. Technically, if you can't get that info, you are suppose to go thru a big rigmarole to get it from the IRS.
