Dependent with Form 8615

[taxesohmy2017]

My daughter who is 12yr old has collected Social Security and Pension from my husband/her dad who passed away.

She received Social Security of $10608, Police Pension of $8078 and received interests totalling $1100

On her individual tax return

1. 1099R shows box 1 Gross Distribution $8078 and Box 2a Taxable Amount of $8078; Box 4 Federal W/H of $400 which is showing taxable income on line 5b

2. Interest  $1102 showing up on line 2b 

3. Social Security line 6a. $10608 but line 6b. Shows Zero taxable amount 

My question is the taxable pension that appears on line 5b ($8078), taxable interest on line 2b ($1102) is all considered unearned for my daughter and will appear on Line 1 on Form 8615 correct in the amount of $9180?

And I want make sure I do not have to include any portion of her Social Security because none of it was considered taxable income because line 6b was zero - that is correct?

And then I will have to enter my income information on Part II to determine the kiddie tax correct?

Thank you in advance.

[rjs]

It sounds like you're trying to fill out Form 8615 yourself. Let TurboTax fill it out for you. Just go to "Child's Income" and answer the questions. It will put everything in the right place for you.

[Vanessa A]

Yes, you are correct.  The SS does not need to be included, just the interest and the pension.  And yes, you will need to enter your information in part 2 to determine the kitty tax. 

[taxesohmy2017]

I am letting the software do the job, however as the person entering, I am just making sure I am understanding what numbers are being placed on the form and why. Just making sure I am understanding why it's all happening.