topic Re: Form 8615 in Education

Form 8615

sroussak — Thu, 06 May 2021 19:31:27 GMT

In the "fixing" stage at the end, just before filing, TT pulled up the 8615 and asked me to check a box for filing status of parents (ie my wife and I) but only offered the option of "single". I viewed what it is ready to file and it (and the equivalent CA form) are indeed showing my filing status as Single. I don't want this to get bounced somehow as inconsistent with how my wife and I are filing our return so how do I go in and correct this?

Thanks

Re: Form 8615

macuser_22 — Thu, 06 May 2021 19:37:17 GMT

@sroussak wrote:

In the "fixing" stage at the end, just before filing, TT pulled up the 8615 and asked me to check a box for filing status of parents (ie my wife and I) but only offered the option of "single". I viewed what it is ready to file and it (and the equivalent CA form) are indeed showing my filing status as Single. I don't want this to get bounced somehow as inconsistent with how my wife and I are filing our return so how do I go in and correct this?

It asks the filing status if yiur *parents* not you.

If you are married and filing jointly then the 8615 dose not apply anyway.

https://www.irs.gov/pub/irs-pdf/i8615.pdf

Who Must File
Form 8615 must be filed for anyone who meets all of the
following conditions.
1. You had more than $2,100 of unearned income.
2. You are required to file a tax return.
3. You were either:
    a. Under age 18 at the end of 2020,
    b. Age 18 at the end of 2020 and didn’t have earned income
    that was more than half of your support, or
    c. A full-time student at least age 19 and under age 24 at the
    end of 2020 and didn’t have earned income that was more than
    half of your support.
4. At least one of your parents was alive at the end of 2020.
5. You don’t file a joint return for 2020.

Re: Form 8615

sroussak — Thu, 06 May 2021 19:47:07 GMT

Sorry if I wasn't clear: the 8615 is for my daughter's return, and it's asking about the filing status of her parents ie my wife and me, who are filing jointly. ie Boxes A and B ask for parents' info (my name, as listed first on our return, and SSN), Box C asks for *parents" filing status and has Single checked, which is wrong.

Re: Form 8615

macuser_22 — Thu, 06 May 2021 19:56:16 GMT

There should be a question in the 8915 interview that asks for the parent filing status.

Re: Form 8615

sroussak — Thu, 06 May 2021 20:05:37 GMT

That's the thing, there was no 8615 interview, or else I would have had the opportunity to specify that we file jointly. It only came up in "fixing" things before filing because at that point nothing had been specified at all, but it only offered the option of checking the Single box.

So how do I go back in and correct the form?

Re: Form 8615

macuser_22 — Thu, 06 May 2021 20:15:31 GMT

Use the "search topics" for 8615.