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Level 2
February 1, 2022
Question

rollover from 2020 to 2021 3 year qualified disaster plan distributions

  • February 1, 2022
  • 2 replies
  • 3 views

I am preparing a 2021 tax return and the taxpayer had a 8915E last year. I do not see the rollover to the 2021 tax program? Should it be automatic? Where do I enter it? If not automatic, we will have to review all 2020 returns before finalizing to make sure it is picked up.

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2 replies

dkh
Level 15
February 1, 2022

This is a hot topic on the forum.   here is just one asked/answered on that topic On 2021 Proseries where do you enter qualified cor... - Intuit Accountants Community

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dkh
Level 15
February 1, 2022
IRonMaN
Level 15
February 1, 2022

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