Just-Lisa-Now-
Level 15
Level 15

"This is the last year and ProSeries is giving me error code when I check the same boxes I have in the past two years."

Not sure what boxes you checked the last 2 years, but the 8915F should have been included in all 3 years returns, so the IRS knew it was a Covid related distribution.

If you just using the 1099R worksheet for 2022 with the 1/3 amount of the distribution from 2020, just code it 7 and the penalty will go away.


♪♫•*¨*•.¸¸♥Lisa♥¸¸.•*¨*•♫♪

View solution in original post