pklcpa
Level 2
02-13-2022
06:44 AM
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How do I get the second 1/3 of prior year Form 8915E deferral to come thru on the tax return as taxable income? Not showing up automatically.
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ljr
Level 8
02-13-2022
06:48 AM
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Good morning, please do a search there are many many many many threads on this topic already. The form is not yet available in proseries.
jeffmcpa2010
Level 11
02-13-2022
07:23 AM
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And to save you from asking...
- We do not know if the amount will automatically carryover once the form is ready.
- The form you are waiting for is 8915-F and was finalized by the IRS just over a week ago.
- No. You can not do a query for which clients you did the 3 years spread last year.
rcooley25
Level 11
02-13-2022
07:33 AM
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You need to file form 8915f which looks like it wont be avaiilable untill March 31st
Ephesians3-14
Level 8
02-13-2022
01:14 PM
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Yes, you can do a query - see my previous post on this. I found a way determine who made the 3 yr election. Doesn't take must effort (1 min to set up the query).
IRonMaN
Level 15
02-13-2022
01:21 PM
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You might want to provide a link to that post. The search function here sucks. I mean it really, really, sucks.
Slava Ukraini!