Jamierac
Level 4
02-09-2022
08:18 AM
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That might be a good idea for the bottom line however you need to use 8915 F in order to send the return otherwise you’re more likely to get a letter from the IRS that you didn’t include the 2nd of the 3 year spread. They Would be looking at this as a new distribution not a carryover. Also if you have any clients that have paid back some or all of this distribution you still need form 8915 F