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    Pro Series does not pull the 1/3 of 1099-R over from 2020. How do I make that amount taxable?

    cdshelby
    Level 1

    I have a few Clients that did a 2020 1099-R Covid Distribution and Chose to carry it forward over 3 years. I assumed Pro Series would carry it over but it does not and even if I go into form 8915 E and put the full amount it will not put any amount as taxable. Is there going to be an update? I can't even figure out an override aside from putting on current year form.

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    4 Comments 4
    dascpa
    Level 12

    Please see the 10,000 posts already replied to on this subject.  The 8915 will not be available until the end of March.

    Just-Lisa-Now-
    Level 15
    Level 15
    its the 8915F were all waiting for, IRS finalized it a couple weeks ago, were just waiting for Intuit to release it.

    ♪♫•*¨*•.¸¸♥Lisa♥¸¸.•*¨*•♫♪
    jeffmcpa2010
    Level 11

    its the 8915F were all waiting for,

     

    Not all of us - some of us give our clients the choice of staying clients, or doing the three year split. The ones who did the split are someone else's problem now.!

    Speaking for the old grouchy group.

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    Just-Lisa-Now-
    Level 15
    Level 15
    Ive only got 2 so far that need it.

    ♪♫•*¨*•.¸¸♥Lisa♥¸¸.•*¨*•♫♪
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