Michael A Zullo CPA

Level 2

Solved

Form 8915f

8 replies
74 views

Today I did my first 8915f using the 8915e.
My client had regular pension distributions in 2021.
The program is carrying the 1/3 distribution correctly but the normal 2021 pension amount is being blocked out on the 1040 line 5b. The only amount showing on line 5b of the 1040 is the 1/3 distribution. Called customer support and they had no idea.
I tried another client, same problem. The tax returns are incorrect so be careful!

Anyone else figure a way around this?

ProSeries Professional

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Just-Lisa-Now-Answer

Intuit Community Champion

Yes but the you get the error messages and not sure it will E-file with the error message saying do not override.

I think youre entering the 8915E wrong...I was seeing the same thing you were, and I was doing it wrong!

Put your total Covid dist up top in the smart worksheet, then scroll down to Line 12 and input the payment amount from 2020 (1/3 of the total)

♪♫•*¨*•.¸¸♥Lisa♥¸¸.•*¨*•♫♪

Level 15

4b vs 5b?

Don't yell at us; we're volunteers

Intuit Community Champion

Intuit Community Champion

Ohhhhh youre right. I just tested it on a dummy file.

♪♫•*¨*•.¸¸♥Lisa♥¸¸.•*¨*•♫♪

Intuit Community Champion

Intuit Community Champion

Could you just override?

Michael A Zullo CPAAuthor

Level 2

Yes but the you get the error messages and not sure it will E-file with the error message saying do not override.