bryce
Level 3
01-24-2024
04:56 PM
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It seems that Form 8915 is rolling into tax year 2023 and has 1/3 of the IRA distribution from 2020 as still taxable on the 2023 tax return. The client already paid 1/3 in 2020, 1/3 in 2021, and 1/3 in 2022. Thoughts on will this automatically go away after the early February update? Or are you planning to just delete Form 8915 and move on? Cant believe the software doesn't know this already and needs to wait for an update.....or shocked that we would have to manually remove the form.
Any input is appreciated.
Thanks,
Bryce
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