Square-One-Tax
Level 2
02-16-2022
07:05 PM
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2020 tax return client had a distribution that was eligible for the form 8915E. He chose to have the taxable portion taxed over 3 years instead of all of it in 2020. Proseries did not carry this over. I certainly was expecting it to. I guess that was too much to ask. Anyone know how to get the 2021 taxable portion into the 2021 return?
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IRonMaN
Level 15
02-16-2022
07:12 PM
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Manually after they add form 8915F which is scheduled to come on line 3/31.
Slava Ukraini!
Square-One-Tax
Level 2
02-18-2022
05:53 AM
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Thank you.
IRonMaN
Level 15
02-18-2022
07:19 AM
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You betcha!
Slava Ukraini!