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S
stacyle0301
Level 2
March 9, 2022
Question

How to claim another 1/3 in 2021? Client has a 10k distribution (401K) back in 2020. He elected to spread the 10k over 3 years, which he included 1/3 of the 10k in 2020.

  • March 9, 2022
  • 1 reply
  • 12 views
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1 reply

J
jeffmcpa2010
Level 10
March 9, 2022

You have to wait for the form 8915-F - rumored to be available 3-24.

    S
    stacyle0301Author
    Level 2
    March 9, 2022

    Does client have to include form 1099R from the year he made the distribution?

    J
    jeffmcpa2010
    Level 10
    March 9, 2022

    I have seen nothing to indicate the prior 1099-R will/should be included in the 2021 return. The belief seems to be that the preparer will enter the carryover amount somewhere on 8915-F when it is ready.

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