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Level 3
March 25, 2022
Question

Form 8915 F

  • March 25, 2022
  • 2 replies
  • 13 views

Morning...

 How does this Form work ?  Does it carryover from 2020 or do you have to enter all the information over again ?  I am so very confused..   Can someone please help me ? 

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2 replies

Intuit Community Champion
March 25, 2022

If you've transferred and have not worked on it yet, delete and re-transfer. It will come over. 

If you've worked on the return already, open up 8915-E and enter the carry amount on ln12 I believe and ln15. Further down the form if its an IRA.

 

8915-F will populate. I was told 8915-E will not efile with return. 

Jim-from-Ohio
Intuit Community Champion
March 25, 2022

sounds like a fresh transfer is best in most cases

Level 7
March 25, 2022

Dissagree. Entering the information manally is so very simple.

dkh
Level 15
March 25, 2022

ProSeries has instructions    Generating Form 8915 in ProSeries (intuit.com)