Level 11
03-07-2022
08:52 AM
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client comes in
- looking over 2020 return, saw the dreaded 1/3 issue
- thought, I am not waiting on this
- the 1099-R was already in the 2021 rolled over return
- changed code 1 to 7
- put in the second 1/3 in both gross and taxable
- went to print.. strange error popped up, saying 8915-E, yes E not ready yet.
- delete 8915-E
- printed out fine
- efiled return.
- we'll see what happens but the income was picked up so i don't see an income variance letter coming
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