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Screen 8615Sib - Kiddie Tax - Sibling Information (1040)
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Overview
Use this screen to enter the taxpayer's siblings that will report the same parent's information for Form 8615 filing purposes. Enter parent and taxpayer information on Screen 8615.
Family Transfer Utility
Use the Family Transfer Utility to transfer data between the parent and child returns. See Using the Family Transfer Utility to transfer data between returns for more information.
Note that the Filing Status Optimization utility will not split the data entered in the parent's Screen 8615. If it is more beneficial for your married clients to file separately, delete the 8615 Screen data in the joint return and redefine the family unit in the appropriate separate return. If you enter data in the 8615 Screen for both the parent's joint and separate returns, the children's Form 8615 will not be calculated correctly.
General Information
Use this section to enter general sibling information. The Family Transfer Utility will populate all fields in this section. In accordance with the Form 8615 requirements, the date of birth field is the age of the child as of January 1 of the year following the tax year. The age is used to determine filing requirements and whether the siblings should proforma to the following year.
Sibling's Client ID
Data in this non-enterable filed indicates that the data was transferred to this screen using the Family Transfer Utility.
Return Information
Use this section to enter information for all children (other than the taxpayer) that will be using the same parent's information when filing Form 8615. The Family Transfer Utility will populate data to all applicable fields in this section. The Taxpayer's Information For Use When Preparing Other Children’s Returns Using Parent’s Information worksheet (located on the Form 8615 Worksheet) can be used as an audit trail for transferred amounts, or to manually enter data on this section. Enter only the Social Security numbers of the siblings filing Form 8615.
note
The application ignores any 8615Sib screen that contains the taxpayer’s social security number.
SSN / First name / Last name / Date of birth
The Family Transfer Utility transfers information to these fields to assist in tracking any siblings. This information is not reported on Form 8615 and is not required to be completed manually.
note
When the
Require a password to display SSNs
checkbox is marked in the Setup, Security, and then Security Configuration dialog, the Social Security number will display as "###-##-####." For more information about masking Social Security numbers, see Masking SSNs for 1040 clients with preparers outside the U.S. Form 8615 line 5
If applicable, enter the net unearned income from Form 8615, line 5. The sum of all Screen 8615Sib
Form 8615 Line 5 amounts
report on line 7 of the taxpayer's Form 8615. Enter 0 (zero) in this field, if applicable.note
Refer to each child's Taxpayer's Information For Use When Preparing Other Children’s Returns Using Parent’s information (located on the Form 8615 Worksheet) when confirming the transferred amount or manually entering the correct amount.
Ratio of net capital gain included on Form 8615 line 5
The line 5 ratio is the last line of the appropriate Line 5 Worksheet divided by the first line of the Line 5 Worksheet. Refer to each child's
Taxpayer's Information For Use When Preparing Other Children’s Returns Using Parent’s information
(located on the Form 8615 Worksheet) for the calculated Line 5 ratio. The line 5 ratio is also displayed on the bottom of the child’s Form 8615 Line 5 Worksheets.note
Enter the ratio in X.XXX format. For example, 95 percent should be entered as .95. Do not enter amounts greater than 1.000.
Amount of net capital gain included on Form 8615 line 5
The net capital gain (NCG) included in line 5 is calculated on the Line 5 Worksheet. Refer to each child's
Taxpayer's Information For Use When Preparing Other Children’s Returns Using Parent’s information
(located on the Form 8615 Worksheet) for the calculated NCG on line 5.