Instructions for Form 8814 (2023)Internal Revenue Service-2025

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The document is Form 8814 from the IRS, which allows parents to report their child's interest and dividends on their own tax return (Form 1040, 1040-SR, or 1040-NR). It outlines the process for reporting taxable and tax-exempt interest, ordinary dividends, qualified dividends, and capital gain distributions. The form includes instructions on when it may be more beneficial for a child to file separately rather than using this election. Additionally, it provides calculations for determining tax liabilities based on the child's income.

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Does capital gains qualify as earned income?

Unearned income includes money-making sources that involve interest, dividends, and capital gains.

How do I get IRS form and instructions?

Visit the Forms, Instructions Publications page to download products or call 800-829-3676 to place your order.

What is the difference between form 8814 and 8615?

When you report your childs interest and dividend income on your return, file Form 8814 with your return. If your child files their own return and the kiddie tax applies, file Form 8615 with the childs return.

form 8814 2023

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Where do I report qualified dividends and capital gains?

1099-DIV reporting boxes Box 1b reports the portion of box 1a that is considered to be qualified dividends. If your investment makes a reportable capital gain distribution to you, it will be reported in box 2a.

What form do I use to report capital gains?

Your basis, the sales price, and the resulting capital gain or loss is entered on Form 1040, Schedule D, Capital Gains and Losses.

Can you report capital gains on 8814?

Capital Gain Distributions The amount of these distributions that is added to your income must be reported on Schedule D (Form 1040), Capital Gains and Losses, line 13, or, if you arent required to file Schedule D, on Form 1040, 1040-SR, or 1040-NR, line 7, whichever applies. This is the amount on Form 8814, line 10.

How do I file form 8814?

To make the election, complete and attach Form(s) 8814 to your tax return and file your return by the due date (including extensions). A separate Form 8814 must be filed for each child whose income you choose to report on your return. You can make the election for one or more children and not for others.

Can capital gains be reported on form 8814?

If your childs only income is interest and dividend income (including capital gain distributions) and totals less than $12,500, you may be able to elect to include that income on your return rather than file a return for your child. See Form 8814, Parents Election To Report Childs Interest and Dividends.

Instructions for Form 8814 (2023)Internal Revenue Service-2025

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