Retirement tax questions

Go through the "Personal Info" interview section of TurboTax first to ensure you have answered all of the questions correctly.  

• Select "Edit" to the right of your name and confirm the answer on "Someone else can claim me as a dependent on their tax return"
• Confirm your filing status is entered correctly

If the above items are answered correctly, confirm the following to ensure you are not subject to the filing requirements of Form 8615:

Form 8615 must be filed if:

• You had unearned income over $2,200
• You are required to file a tax return
• You are either:
  •  Under the age of 18 at the end of 2019
  • 18 at the end of 2019 without earned income that was over half of your support, or
  • A full time student at least 19 and under 24 at the end of 2019 and didn’t' have earned income which was more than half of your support.
• At least one of your parents was alive at the end of 2019
• You do not file a joint return for 2019.

Once you confirm you do not fall under the requirements above and you have checked all of your entries.  please review your filing status.  If it still shows the filing status to use Form 8615, you can delete the form as follows:

1. On the left black panel, select "Tax Tools"
2. Select "Tools"
3. Another screen will pull up - select "Delete a Form"
4. You can then search for Form 8615 and select "Delete"

Please be aware that if you are subject to the Unearned income tax, Form 8615 will generate regardless of whether you delete this form manually.