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rcooley25
Level 7
March 6, 2022
Question

Pension carryover from 2020 to 2021

  • March 6, 2022
  • 2 replies
  • 15 views

Am I right in saying that the people who say this carryover is to appear as other income are greatly mistaken. Since we are still going to have to show 1099r even after we fill out 8915F wont it still show up as pension income?

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    2 replies

    IRonMaN
    IRonMaN
    Level 15
    March 6, 2022

    I haven't looked at form 8915F or the instructions for the form, but it sure would seem awfully wonky to report the income as other income rather than retirement income.

    Slava Ukraini!
      R
      rcooley25Author
      Level 7
      March 6, 2022

      I agree. Since along with filing out form 8915f we have to enter information on 1099r to get the information transferred over to form 1040 I dont see how peaple say it has to be shown as other income. Yes we have to use 1099r and I confirmed this with Lisa.

        Just-Lisa-Now-
        Just-Lisa-Now-Intuit Community Champion
        Intuit Community Champion
        March 6, 2022

        I had clients with 2017 disaster distributions, the amounts appeared on the retirement income line each year.

        ♪♫•*¨*•.¸¸♥Lisa♥¸¸.•*¨*•♫♪
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