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A
aandacpa
Level 2
March 10, 2022
Question

3 Year Pension/IRA payback

  • March 10, 2022
  • 3 replies
  • 19 views

Last Year 2020 any covid related 1099R could be spread over 3 years. The 2nd year amount is not rolling forward to 2021

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3 replies

IRonMaN
IRonMaN
Level 15
March 10, 2022

It won't.  You need to manually roll it over once form 8915F is ready in a couple of weeks.

Slava Ukraini!
    A
    aandacpaAuthor
    Level 2
    March 12, 2022

    System should bring that forward - this will be missed if not close attention paid and awareness of the preparer and client

    So Proseries if you read this stuff, this should be an automatic roll forward item

     

    IRonMaN
    IRonMaN
    Level 15
    March 12, 2022

    That's why they pay us the big bucks ------- to pay attention.

    Slava Ukraini!
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