dkh
Level 15
03-27-2021
02:05 PM
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@Just-Lisa-Now- what's your opinion - I have similar situation unsure if I need to send Amended return.
Client had 1099R distribution -qualifies for covid relief- did not want the 3year spread. I sent return with F5329, line 2 exception 12. This was before F8915 was available and before I realized there was a check box to elect out of the 3yr spread. (Yeah, I know - how did I not know...sigh)