loricpa100
Level 4

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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