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    • Created with Sketch. Intuit Biz e-filing closure on December 21 at 6:00PM PST. View more ProSeries Hot Topics here.
    Created with Sketch. Intuit Biz e-filing closure on December 21 at 6:00PM PST. View more ProSeries Hot Topics here.
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    2020 Coronavirus-related Distribution

    SoCal920
    Level 2
    ‎03-19-2022 01:51 AM

    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? 

    0 Cheers

    This discussion has been locked. No new contributions can be made. You may start a new discussion here

    3 Comments 3
    abctax55
    Level 15
    ‎03-19-2022 02:31 AM

    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.

    https://proconnect.intuit.com/community/forums/searchpage/tab/message?advanced=false&allow_punctuati...

    HumanKind... Be Both
    dkh
    Level 15
    ‎03-19-2022 07:37 AM

    Is that Cliff Claven notes - you know Norm's buddy.

    IRonMaN
    Level 15
    ‎03-19-2022 08:24 AM

    Did he finally retire from the Post Office?


    Slava Ukraini!






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