I found that we had to use form 8615 to calculate the taxes because:
-
had more than $2,100 of unearned income
- was a full-time student at least age 19 and under age 24 at the end of 2018
and didn’t have earned income that was more than half of your support
Therefore, we had to use the 8615 version of the Qual Div/Cap Gn worksheet, not the regular one.