Retirement Three Year Spread is now bringing forward the amount to 8915E? Anyone notice this?

Forum|Forum|4 years ago
March 17, 2022
2 replies
22 views

Anyone Notice This?

ProSeries Professional

This topic has been closed for replies.

dkh

Level 15

Hope no one thinks that's correct and files a return using E instead of waiting for F

J

JonathanVAuthor

Level 4

I was thinking the same, but I don't think it was let you efile 8915E yet. I wonder if it will move the number to the "F" once its final, if its ever final...

J

JonathanVAuthor

Level 4

I'm just thrilled that its bringing it over.

Jim-from-Ohio

Intuit Community Champion

I find this quirk quite good as it can help you catch a return with a three year spread and is a reminder to either wait for the 8915-F or use the workaround solution.

qbteachmt

Level 15

I'm curious: does the 8915-E show Year = 2021, as if that is meant to be in the filing package? Because technically, a year 2021 of that form doesn't exist.

Don't yell at us; we're volunteers

J

JonathanVAuthor

Level 4

Does your software not bring the amount over? I'm not meaning to sound "smart", I'm just curious because some people say their software isn't bringing over 1/3 of the amount. Ours is, I feel that it just started today or maybe yesterday. But it is clearly putting it on 8915E. It shows at the bottom of the form, amount subject to tax in 2021.

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