TaxProFWB
Level 1

Have the 8915-E from the 2020 return handy.

On the 2021 return:

1) Open Form 8915-E

2) Inside the "2020 Form 8915-E Distributions Smart Worksheet" box, click the box on line B

3) If on the 2020 8915-E there is a number on line 9, enter it on this form Part II line 12.

    If on the 2020 8915-E there is a number on line 17, enter it on this form Part III line 26.

Once a number is entered on line 12 or line 26, Form 8915-F appears properly filled. That's it.

Not so tough once you get it to work once. Cheers!