curt1
Level 4
01-22-2022
01:35 PM
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For clients that deferred tax on covid-related retirement plan distributions (up to $100k) in 2020, assuming no repayment, how will Proseries carry forward the next one-third ($33,333) of the distribution from 2020 8915-E to 2021?
As I write this, Proseries has no 8915-E or 8915-F. Will it be added soon? Curious what the procedure will be? Do we have to input on the 1099-R screen?
Thank you.
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