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!
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Lots and Lots of conversations on this. Have to wait on Form 8915-F.
According to other posts (I had the same question), the form is not finalized and should be by 3/17.
Thanks for the response. 3/17...that's terrible...
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