Welcome back! Ask questions, get answers, and join our large community of tax professionals.
cancel
Showing results for 
Search instead for 
Did you mean: 

Form 8915E

ctphancpa
Level 1

Client converted from Traditional to Roth IRA last year, 2020.  Qualified to report only 1/3, how do I report 1/3 for 2021?  I could not make form 8915E work, please help.

 

0 Cheers
1 Comment 1
rbynaker
Level 13

Roth conversions in 2020 did not qualify for the 3-year spread.  So how you report it is you go back and amend the 2020 return to report it correctly.