marywisniewski2 6
Level 1
01-27-2022
04:12 PM
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How are the amounts entered so there is no 10% penalty?
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Level 15
01-27-2022
04:17 PM
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They need to carryover to the 8915F which isn't available yet, IRS hasn't released it. Tenative date for ProSeries is 3/17.
You can input the amount that will be taxable on a "dummy" 1099R worksheet and mark it as a Code 7, that will at least give the client an idea where they stand until the form is ready and the return can be filed.
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