How/Where do you report the 2nd and 3rd year of taxable income? Last year you clicked some buttons on the 1099-R screen and it broke out the money over the 3 years. Example 30k distribution, only 10k was taxable in 2020. So now I want to report the 10k for year 2021. Where do I report this? Do I just input it in the the 1099-R screen again? Or do I need to show it on the 8915 form somewhere?
I assumed since I rolled over the client, the system would automatically roll this balance of taxable income forward but it doesnt seem to be.
Any guidance would be appreciated! Thank you!
