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

Manually after they add form 8915F which is scheduled to come on line 3/31.


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Thank you.

IRonMaN
Level 15

You betcha!


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