Corona-Related retirement distribution in 2021 software

Forum|Forum|4 years ago
December 13, 2021
1 reply
6 views

Does anyone know if there will be an update to automatically carry forward the Corona-related retirement distribution amounts to 2021? If the client elected to have it spread over 3 years, will the software do that for you? I don't see it yet on my 2021 software.

ProSeries Basic

This topic has been closed for replies.

Best answer by Just-Lisa-Now-

Should be another 8915 form that is generated if you had one the year before.....I havent transferred any clients into 2021 and wont until January, just so things like this have been implemented prior to transfer.

Just-Lisa-Now-

Answer

Intuit Community Champion

Should be another 8915 form that is generated if you had one the year before.....I havent transferred any clients into 2021 and wont until January, just so things like this have been implemented prior to transfer.

♪♫•*¨*•.¸¸♥Lisa♥¸¸.•*¨*•♫♪

G

garman22

Intuit Community Champion

I assume there will be carryover from 2020. I agree with Lisa in that I will not transfer any clients until beginning of 2nd week of Jan. I know some transfer only as their client comes in but I transfer all when I do.

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