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Level 3
March 16, 2021
Question

Why is 8915-E still not generating when I click the 2020 Coronavirus-related distribution?

  • March 16, 2021
  • 3 replies
  • 12 views

My client withdrew $100,00 from the 401k and didn't withheld tax. She wanted to spread the amount in 3 years. 

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3 replies

qbteachmt
Level 15
March 16, 2021

Did you enter the 1099-R and indicate it is a Qualified coronavirus disaster distribution?

See the help article: https://proconnect.intuit.com/community/retirement-tax-credits-and-deductions/help/generating-form-8915-e-in-proseries/00/121289

 

Don't yell at us; we're volunteers
Level 3
March 22, 2021

I did click the Coronavirus-related distribution but still not generating the form. Even If I search the 8915-E form, it's still not in my software. I have the Proseries Professional.

qbteachmt
Level 15
March 22, 2021

"it's still not in my software. I have the Proseries Professional."

It might be time to do a full update, then. It was added late last month.

Don't yell at us; we're volunteers