birch
Level 1
03-31-2022
08:02 AM
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I have been doing the 8915-E worksheet for the 3 year carryover and it is flowing to the 8915-F which adds 1/3 of the distribution correctly to the tax return. However, 8915-F is not an active form in the tax return and does not show that it will be filed. Does anyone know if it needs to actually be filed with the tax return if the distribution was in 2020 or is there something I am missing?