How do you Generate Form 8615 Without Using the Family Link in Lacerte

Follow these steps to Generate Form 8615 Without Using the Family Link:

1. Open the Child's client file.
2. Go to Screen 43, Certain Children (8615).
3. Click on the Parent's Information link from the top left navigation panel.
4. Scroll down to the Parent's Information section.
5. Enter the Parent's Information:
   1. First name.
   2. Last name.
   3. Social security number.
   4. Check the box, Parent's information is estimated.
   5. Enter a 1, 2, 3, 4, or 5 in, Filing status (1, 2, 3, 4, or 5) (MANDATORY).
6. Complete all other applicable information from the Parent's return.
7. Click on Add from the left navigation panel, to add sibling information.
8. Enter the All Other Children Filing Form 8615 Information:
   1. First name.
   2. Last name.
   3. Taxable income (8615, 4).
   4. Foreign earned income exclusion (if applicable).
   5. Investment income (8615, 5).
9. Complete all other applicable information for the Child's 8615.

Note: These entries are only required if not using the Family Link. If you use the Family Link this information is automatically completed based on the children included in the Family Link.

If you would rather have Lacerte create the 8615 automatically see How to create a family link in Lacerte for Form 8615 for more information.