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M
miketobiason
Level 2
January 20, 2022
Question

2020 8915-E Distribution

  • January 20, 2022
  • 1 reply
  • 7 views

Has there been any guidance or direction of how to report the 3 year spread of the 2020 retirement plan distributions that qualified for COVID relief?  Is the 2021 ProSeries program going to automatically include the amount?

This topic has been closed for replies.

1 reply

T
TaxGuyBill
Level 15
January 20, 2022

You need to report it on 8915-F. 

ProSeries does not even have the draft form yet (despite the draft form being available from the IRS for over 4 months), so it definitely won't do anything now.  I suspect you might need to do all carryovers manually, but until ProSeries actually adds that form, we won't know for sure.

    IRonMaN
    IRonMaN
    Level 15
    January 20, 2022

    And someone posted today that the info they got from support was the form wasn't going to be ready until 3/17.

    Slava Ukraini!
      M
      miketobiasonAuthor
      Level 2
      January 20, 2022

      If 3/17 is correct that is going to tick off a bunch of clients having to wait that long to file.

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