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SoCal920
Level 3
Mar 19, 2022 6:51 AM UTC
Question

2020 Coronavirus-related Distribution

Good Evening,

Have a Client who withdrew from their 401k in 2020 and at Tax filing elected to split it into the 3 years.  Would the 2nd of 3 amount be reporten on the 1099-R worksheet? 

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3 replies

abctax55
abctax55
Level 15
Mar 19, 2022 7:31 AM UTC

If you search for 8915-F, there are at LEAST 5 bazillion threads on this issue.

Cliff notes version - PS doesn't have the form ready yet.

https://proconnect.intuit.com/community/forums/searchpage/tab/message?advanced=false&allow_punctuation=false&filter=location&location=forum-board%3A203&q=8915-F

HumanKind... Be Both
    dkh
    dkh
    Level 15
    Mar 19, 2022 12:37 PM UTC

    Is that Cliff Claven notes - you know Norm's buddy.

      IRonMaN
      IRonMaN
      Level 15
      Mar 19, 2022 1:24 PM UTC

      Did he finally retire from the Post Office?

      Slava Ukraini!
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