Skip to main content
Level 2
February 21, 2022
Question

Pro Series does not pull the 1/3 of 1099-R over from 2020. How do I make that amount taxable?

  • February 21, 2022
  • 4 replies
  • 24 views

I have a few Clients that did a 2020 1099-R Covid Distribution and Chose to carry it forward over 3 years. I assumed Pro Series would carry it over but it does not and even if I go into form 8915 E and put the full amount it will not put any amount as taxable. Is there going to be an update? I can't even figure out an override aside from putting on current year form.

This topic has been closed for replies.

4 replies

dascpa
Level 11
February 21, 2022

Please see the 10,000 posts already replied to on this subject.  The 8915 will not be available until the end of March.

Just-Lisa-Now-
Intuit Community Champion
February 21, 2022
its the 8915F were all waiting for, IRS finalized it a couple weeks ago, were just waiting for Intuit to release it.
♪♫•*¨*•.¸¸♥Lisa♥¸¸.•*¨*•♫♪
Level 10
February 21, 2022

its the 8915F were all waiting for,

 

Not all of us - some of us give our clients the choice of staying clients, or doing the three year split. The ones who did the split are someone else's problem now.!

Speaking for the old grouchy group.

Just-Lisa-Now-
Intuit Community Champion
February 21, 2022
Ive only got 2 so far that need it.
♪♫•*¨*•.¸¸♥Lisa♥¸¸.•*¨*•♫♪