Whether you’re an experienced do-it-yourselfer or doing your own taxes for the first time, this is your place to learn and share. Here you’ll find information and resources for using H&R Block’s online and software DIY solutions. You’ll also find links to more information to assist you on your DIY journey.
02-18-2018 12:44 PM
I'm using the Online Free Edition for my child. Expect 8615 to be generated, but it's not. Checked settings, child is being claimed as dependent, even tried reducing age to 16 and giving significantly more dividend income to make sure all conditions should be met. No 8615 anywhere. Suggestions or help ? Thanks much!
02-23-2018 09:46 PM
Welcome to H&R Block Community.
Based on the information you provided, it looks like the child is a dependent on your income tax return, but their income is high enough that they have to file their own return which may be subject to the Kiddie Tax (ie: they will be taxed at the rate of your tax return).
Just to be clear, on page 1 of the Instructions for Form 8615 has a section titled Who Must File. The child must meet all of these conditions. These can be viewed here: https://www.irs.gov/pub/irs-pdf/i8615.pdf.
Assuming that the child does meet the above conditions, it is likely an issue with questions answered in the Personal Information section of the return. I would suggest making sure that the box is checked to state that the child is being claimed as a dependent on someone else’s return. This not being checked would prevent the Form 8615 from being generated.
I hope this helps you out!
If this doesn’t fix the issue, please feel free to chat in to our Ask A Tax Advisor where it is private and we can discuss your specific return. You can follow the instructions here to get to the chat program: https://community.hrblock.com/t5/Community-Library/How-do-I-access-chat/ta-p/94368
Tax Research Specialist