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TaxTackler
Level 3
February 4, 2021
Solved

1099R Withdrawal, spreading tax over 3 year

  • February 4, 2021
  • 3 replies
  • 23 views

Client received a 1099R for $50K (Coronavirus related). How do I spread the tax over 3 years?

 

 

This topic has been closed for replies.
Best answer by IRonMaN

Form 8915 E - but it isn't finalized yet

3 replies

IRonMaN
IRonMaNAnswer
Level 15
February 4, 2021

Form 8915 E - but it isn't finalized yet

Slava Ukraini!
    itonewbie
    itonewbie
    Level 15
    February 4, 2021

    And when it's ready, you'll need to attach it as a PDF to the return before e-filing.

    https://proconnect.intuit.com/community/retirement-tax-credits-and-deductions/help/generating-form-8915-e-in-proseries/00/121289

    ---------------------------------------------------------------------------------Still an AllStar
      IRonMaN
      IRonMaN
      Level 15
      February 4, 2021

      I'm sure they will have it all ironed out by the August 15th due date 😝

      Slava Ukraini!
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