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Morning...
How does this Form work ? Does it carryover from 2020 or do you have to enter all the information over again ? I am so very confused.. Can someone please help me ?
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If you've transferred and have not worked on it yet, delete and re-transfer. It will come over.
If you've worked on the return already, open up 8915-E and enter the carry amount on ln12 I believe and ln15. Further down the form if its an IRA.
8915-F will populate. I was told 8915-E will not efile with return.
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sounds like a fresh transfer is best in most cases
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Dissagree. Entering the information manally is so very simple.
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I have worked on it.
I can always just delete and retransfer over.
They do not have much that it will take me that long to re prepare.
I will try your way first... Thank you so much.
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ProSeries has instructions Generating Form 8915 in ProSeries (intuit.com)
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I have manually entered the info but it is taking the balance of the distribution and taxing the remaining 2/3 of it. Why? How do I fix this?