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Level 2
February 17, 2022
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How enter 2nd year of taxable plan distribution that was on 8915E in 2020?

  • February 17, 2022
  • 1 reply
  • 7 views

2020 tax return client had a distribution that was eligible for the form 8915E.  He chose to have the taxable portion taxed over 3 years instead of all of it in 2020. Proseries did not carry this over. I certainly was expecting  it to. I guess that was too much to ask.  Anyone know how to get the 2021 taxable portion into the 2021 return?

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Best answer by IRonMaN

Manually after they add form 8915F which is scheduled to come on line 3/31.

1 reply

IRonMaN
IRonMaNAnswer
Level 15
February 17, 2022

Manually after they add form 8915F which is scheduled to come on line 3/31.

Slava Ukraini!
Level 2
February 18, 2022

Thank you.

IRonMaN
Level 15
February 18, 2022

You betcha!

Slava Ukraini!