Hello again. I'm referring to the next page from the page you shared. I decided that input "28% Capital Gains" is box 2d on the 1099-DIV.  Would you be able to confirm that choice as correct? I was able to map the page you shared to my 1099-DIV, but this page was not as clear to me. ... View more

Thank you for your prompt reply. I took the route you suggested and followed the instructions under Child's Income... under Less Common Income. We have one 1099-DIV from an UTMA for my 13 year old. Mapping the language provided in TurboTax (TT) for form 8814 to the 1099-DIV was a challenge, not having much experience with the 1099-DIV. One question I have here is re: the TT page "Capital Gains Distributions". Is the amount we enter in "28% Capital Gains" the amount in box 2d of the 1099-DIV? My 1099-DIV labels box 2d as "Collectibles (28%) Gain". At first glance I thought this might be the amount in box 2b, which I had already entered on the previous TT page, but some research changed my mind, landing me on 2d. The section 1250 and 1202 gain amounts map to my 1099-DIV more clearly, by the way. Form 8814 calculates a 10% tax on the amount over $1,100 which in my case was not a significant amount. However, if I had chosen to file a separate return for her, I would have to pay for another return? The TT Deluxe CD cover states that 5 federal e-files are included. Wouldn't that cover my MFJ return and the one for my daughter, should I choose to go that route?   My other daughter (age 10) also has a 1099-DIV from an UTMA but the unearned income is less than $1,100. She has no earned income like her sister. A TT help topic indicates I don't need to file a separate return for her. Also on my return TT advises me not to add her income under Less Common Income like I did for her sister. Is it true that the IRS is not interested in me reporting this daughter's unearned income?   ... View more

Hello, taking your advice I started a separate return in Turbo Tax for my daughter of 13 because her UTMA (my wife is the custodian) had ordinary/qualifying dividends and capital gains distributions over $1100 ($1268). The Federal Tax Summary section calculated a taxable income of $168, but a Federal Taxes You Owe amount of $0. Why is the amount $0? If this is accurate, do I need to file a tax return on behalf of my daughter?   Thank you. ... View more

What I don't understand is what defines making income in another state? I work for my company from home in WA for a company in OR. It is not out of convenience. It is a 3.5 hour commute to my company's office. Is that considered making income in another state or in my state of residence? For example, in 2018 I lived the first half of the year in OR before moving to WA, and since then I've worked from home for this company. That year I paid OR income tax only the income I made during the time I was living and working in OR. Based on that I expect for 2019 I won't pay any OR income state tax. My employer has not deducted any OR income tax for work in 2019.    How do I answer this question "Did Either of You Make Money in Any Other States?" in TurboTax Deluxe Edition 2019? ... View more