query for corona related 1099r distributions

xxxxxxxxxxxxxxxxxxxxxxxxxxxxxxxx · ‎02-15-2022

Since the 8915d/e is not ready until 3/31 it would be nice if we could run a query to get a list of clients who had this distribution since we have to make a manual entry.

qbteachmt · ‎02-15-2022

The form for 2021 tax year filing and beyond, for disaster year 2020 and beyond, is 8915-F = "Forever" form. This includes covid-disaster withdrawal taxable income reporting deferral.

8915-E is only used for tax year 2020 and disaster year 2020. This includes covid-disaster withdrawal reporting.

8915-D is for tax years 2020 and 2019 for disaster year 2019. There is no covid disaster here.

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IntuitGabi · ‎02-15-2022

This might be related to what you're requesting, feel free to vote and comment on idea:Tax Query for form 8915-E should be added for 2020 and forward.

randelw · ‎02-27-2022

Yes! PLEASE ProSeries, make this a priority!