Sue6
Level 1

Client took up to $100K distribution in 2020, elected to defer the reporting over 3 years, and repaid 1/3 of it before filing the 2020 return, so no tax implication in 2020 and form 8915-E filed.  For 2021, taxpayer has opted to recognize the next 1/3 in income.  Lacerte correctly shows the carry over information from 2020, but I cannot find a means of inputting the 1/3 taxable amount for 2021. Where is this input?

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joshuabarksatlcs
Level 10

Lacerte Screen 13.1

Window on the left 1099-R, above the name of the payer, click the "Disaster Carryovers", it will take you to a special rabbit hole for 8915F Form.


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