samahnsm
Level 1

I found the cause of this trouble and a solution to it. The cause is the discrepancy between IRS Inst 8915-F and Pro Series design. According to the IRS Form 8915E was replaced by Form 8915-F, but Pro Series has Worksheet 8915E (Not Form 8915E.) I had a new client who could provide only 2021 Form 8915-F.

1. When you enter data into into "8915E-T Wks" or "8915-S Wks" worksheet, Pro Series completes Form 8915-F. You can find 8915E worksheets by typing F6. Look carefully through many many lines of 8915 something.

2. You need to enter the data from 8915E Worksheet of 2020 and 8915E Worksheet  To find it, I made a guess by reading Inst Inst 8915E and 2021 Form 8915-F. The process of guessing:

Find the line numbers and amounts in 2021 Form 8915-F., Multiply the amount by 3. This is the amount of early withdrawal. Create an 1040 file with any name for 2020 in Pre Series. Enter the amounts and a fictitious date in 2020 Form 891E Worksheet. Transfer the file into 2021 and see if 2021 Form 8915F is the same that is provided by the new client. Repeat the this until I hit the goal.

When I hit the goal. I could fill out 2022 8915E Worksheet completely.

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