3 Year Pension/IRA payback

[aandacpa]

Last Year 2020 any covid related 1099R could be spread over 3 years. The 2nd year amount is not rolling forward to 2021

[IRonMaN]

It won't.  You need to manually roll it over once form 8915F is ready in a couple of weeks.

[aandacpa]

System should bring that forward - this will be missed if not close attention paid and awareness of the preparer and client

So Proseries if you read this stuff, this should be an automatic roll forward item

[IRonMaN]

That's why they pay us the big bucks ------- to pay attention.