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Level 1
March 27, 2022
Question

My client elected to "spread" $100K CARES distribution $33K for 2020, '21 and '22. I do not see $33K for taxable pension in 2021 tax summary. What am I missing?

I filed Form 8915 in 2020 to "spread" $100K pension distribution...$33K per year for three years.  Looking at 20201, I do not see the $33,000 of taxable pension.  How do O remedy this?
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1 reply

dd4vols
Intuit Community Champion
March 27, 2022
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