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M
marywisniewski26
Level 1
January 27, 2022
Question

How do retirement funds that were distributed in 2020 but spread over 3 years get entered into pro series in 2021. It seems as if the amounts were not carried over.

  • January 27, 2022
  • 1 reply
  • 11 views
How are the amounts entered so there is no 10% penalty?
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1 reply

Just-Lisa-Now-
Just-Lisa-Now-Intuit Community Champion
Intuit Community Champion
January 27, 2022

They need to carryover to the 8915F which isn't available yet, IRS hasn't released it.  Tenative date for ProSeries is 3/17.

You can input the amount that will be taxable on a "dummy" 1099R worksheet and mark it as a Code 7, that will at least give the client an idea where they stand until the form is ready and the return can be filed.

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