TaxProFWB
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03-24-2022
07:09 PM
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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!