msmith7305
Level 7

Instead of waiting for 3/31 release from PS how about:

1. Fill out 8915-F on IRS forms website

2. Save as PDF

3. Fill out 1099-R Worksheet with same payer information as original distribution

4. Enter result obtained on 8915-F as both gross and taxable

5. Attach PDF to return

6. E-File return

Seems to be a better way than putting clients off until after March 31. Anyone see an issue with this?