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ctphancpa
Level 1
April 14, 2022
Question

Form 8915E

  • April 14, 2022
  • 1 reply
  • 10 views

Client converted from Traditional to Roth IRA last year, 2020.  Qualified to report only 1/3, how do I report 1/3 for 2021?  I could not make form 8915E work, please help.

 

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1 reply

rbynaker
rbynaker
Level 13
April 14, 2022

Roth conversions in 2020 did not qualify for the 3-year spread.  So how you report it is you go back and amend the 2020 return to report it correctly.

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