Good Evening,
Have a Client who withdrew from their 401k in 2020 and at Tax filing elected to split it into the 3 years. Would the 2nd of 3 amount be reporten on the 1099-R worksheet?
If you search for 8915-F, there are at LEAST 5 bazillion threads on this issue.
Cliff notes version - PS doesn't have the form ready yet.
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