Good Evening,
Have a Client who withdrew from their 401k in 2020 and at Tax filing elected to split it into the 3 years. Would the 2nd of 3 amount be reporten on the 1099-R worksheet?
If you search for 8915-F, there are at LEAST 5 bazillion threads on this issue.
Cliff notes version - PS doesn't have the form ready yet.
https://proconnect.intuit.com/community/forums/searchpage/tab/message?advanced=false&allow_punctuati...
Is that Cliff Claven notes - you know Norm's buddy.
Did he finally retire from the Post Office?
