taxgirl0216
Level 3
09-29-2023
11:24 AM
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I have a new client and am preparing their 2022 Tax Return. I need to prepare Form 8915-F, for the final year of taxability for the Covid Retirement Distribution in 2020. Since this is a new client - the 8915 amount doesn't carry forward from last year on the software. Can someone help provide me some instructions please on how to add the information to the 2022 software so the 8915 populates?
Thank you for your time and assistance.
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TaxGuyBill
Level 15
09-29-2023
11:33 AM
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I think you look for the 8915-E and use it as a worksheet to populate the 8915-F.
Here is an article about it. The article refers to how to do it in the 2021 program, but I think it is the same procedure to do it in the 2022 program as well.
