Form 8915F

Forum|Forum|4 years ago
March 25, 2022
2 replies
12 views

Well folks we made it thru our first day with the infamous form 8915F. I did okay and I would expect while the first couple of tax returns might have been troublesome for some after that I would think it might have been a snap.

ProSeries Basic

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Just-Lisa-Now-

Intuit Community Champion

Looks like theres a glitch with that 8915F and current 2021 year retirement distributions. The current year distribution isnt transferring to the 5b taxable line, only the 8915F portion shows up.

This can be a huge issue, so verify that the returns youve worked on are really correct.

IRAs on line 4b seem to work as intended, but Line 5b doesnt.

♪♫•*¨*•.¸¸♥Lisa♥¸¸.•*¨*•♫♪

G

garman22

Intuit Community Champion

interesting, are you saying the amount that transfers works as intended but if client took additional withdrawals in 2021 the software is not pulling those amounts?