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Ok, I give up! New client. Trying to input a carryover properly for the 3rd year of Covid related IRA recognizing income.
I want to show the final 1/3 IRA Distribution taxable this year AND prepare a proper 8915F. I cannot figure out how to fill out the Disaster Carryover amounts to flow onto this return that is not proforma'd. I do not have any other clients with this to copy and cannot find anything in the help.
Screen 13.1 for carryovers, I have tried to input the correct numbers and have page 1 of 8915F correct. Yet I cannot get ANY number on page 2 line 3 (2021 return by other CPA has this at 100% of the amount taken in 2020). Need this to populate page 3?
What I have now shows line 23 correctly with the prior 2 years income - yet then the form wants that (2/3 amount) to be the taxable amount this year.
In 2021 they had line 22 show the 1/3 amount, blank line 23 and then it flowed. Granted, they used Profx.
My pal Jump to input is not helping either. Sigh
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