form 8915-f

Forum|Forum|4 years ago
January 28, 2022
6 replies
21 views

I have a client who pulled a retirement distribution in 2020 and chose to average it over the 3 year span.

At this time I do not even see the form 8915-f listed in the forms for proseries. Can anyone offer direction / guidance as to how to get this portion of the distribution to flow into the return?

ProSeries Basic

This topic has been closed for replies.

dkh

Level 15

This has been a hot topic on the forum. If you have, time scroll through posts for the last week. There have been some interesting threads on the 8915-F. We have to wait for the release of 8915-F which is anticipated mid-March.

dkh

Level 15

As @Just-Lisa-Now- has suggested in several posts, if you need to calculate tax liability for your client you could enter this years amount on 1099R for now.

IRonMaN

Level 15

At this time can I say that I am a very, very happy camper that I didn't have any clients that elected to spread the tax over three years. Now If I don't have any clients come in that need a 2210 for a couple of more weeks, I am going to go out and buy myself a lottery ticket. 💰💰

Slava Ukraini!

J

Jamierac

Level 5

I would not even transfer the client until this form is released.

IRonMaN

Level 15

Yeah, you just know that is going to be the next issue popping up after the form is finally ready.

Slava Ukraini!

A

Anonymous

For the latest on 8915 please take a look at this article: Generating Form 8915 in ProSeries
The article will be updated if we have new information.

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