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Just-Lisa-Now-
Intuit Community Champion
February 28, 2021
Question

Disregard, This was PEBKAC! 8915E 3 years spread checkbox, seems to be getting auto checked to opt out

I FIGURED IT OUT!   I had my sample file guy marked as deceased...no 3 year spread when youre dead!!

 

I didnt notice this at the office yesterday, but when I saw people over in the PS Facebook group complain, I checked my home system and that box on the 8915E below box 5 to opt out of the 3 year spread seems to be getting automatically checked and taxing the entire amount.  I updated and still the same.

Work Around seems to be you can Right click on the boIx, Override, then you can delete the X in the checkbox and magically it takes away the override error.    

 

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9 replies

TAXOH
Level 10
February 28, 2021

We've done about 5 or so and the box was not automatically checked.  Two that wanted to opt out I had to check the box because it wasn't automatically checked.

TAXOH
Level 10
February 28, 2021

On the 1099R worksheet under "Qualified Disaster Distribution Smart Worksheet" are the boxes for A & B checked?

Intuit Community Champion
February 28, 2021

I didn't have to check box either. Mine is unchecked to spread over three years. I up dated 2/28/2021

 

Just-Lisa-Now-
Intuit Community Champion
February 28, 2021
I updated at the office yesterday and it was working normally too.....this is weird.
♪♫•*¨*•.¸¸♥Lisa♥¸¸.•*¨*•♫♪
TAXOH
Level 10
February 28, 2021

That is weird.

qbteachmt
Level 15
February 28, 2021

"I had my sample file guy marked as deceased"

Did he already get the EIP, though? That's the burning question.

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