heidi8
Level 1
04-01-2021
08:48 PM
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I have a couple of clients who my understanding is they don't have to pay the pension back. Not paying it in 3 years. How do I enter this?
George4Tacks
Level 15
04-01-2021
09:05 PM
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Review the instructions for Form 8915 and see if that jibes with what your clients are telling you.
Screen 13, Sections (lower left) Click Form 8915 Qualified....
Answers are easy. Questions are hard!