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Level 5
January 18, 2022
Solved

Qualified 2020 disaster distributions from retirement plans

  • January 18, 2022
  • 1 reply
  • 9 views

Hi,

I have a question about Qualified 2020 disaster distributions from retirement plans with electing to spread the taxable amount over 3 years not automatic transfer to tax 2021. Do we have to  re-input form 1099-R from 2020 or wait for Pro Series update the software?

Best regards,

 

Trung Nguyen

This topic has been closed for replies.
Best answer by Just-Lisa-Now-
You wouldnt enter the 2020 1099R in the 2021 program. We have to wait for the 8915F to become available to report this years 1/3 of the distribution.

1 reply

Just-Lisa-Now-
Intuit Community Champion
January 18, 2022
You wouldnt enter the 2020 1099R in the 2021 program. We have to wait for the 8915F to become available to report this years 1/3 of the distribution.
♪♫•*¨*•.¸¸♥Lisa♥¸¸.•*¨*•♫♪
AnhNgocAuthor
Level 5
January 18, 2022

Thank you Lisa!