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Level 2
March 15, 2021
Question

8915-E

  • March 15, 2021
  • 6 replies
  • 22 views

03/15/21  Four weeks 'till deadline.

Are we still without the abailability of the 8915-E form? I tried the suggestion to fill in the information on the 1099R to the extent it would propgate to the 1040 but it does not. I have clients that are not too happy. Where is this situation and or when is it expected to be resolved. I have been told that Turbo Tax has the ability to clculate the spreading of tax over 3 years. In fact, one client went to TT  and already filed. What's up with that?

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6 replies

Level 2
March 15, 2021

I have ProSeries Basic and have had no problem with the 8915-E since last Wednesday when it was updated.  I check the box on the 1099 indicating Covid disaster withdrawal and everything flows thru fine.  The 8915 gives you the option via checking a box to spread the income over 3 years or not.

Level 8
March 15, 2021

I have the same issue in ProSeries. The 8915 does not appear in the forms in use list. Go to forms and put the 8915 in the search.

SailkaptnAuthor
Level 2
March 16, 2021

It came in an update about 2/25 or 28. You might try your update function, again.


Thank you a million times over. My system is set for automatic updates, yet I was blown away at the number of updates that had not been transferred. Over four pages of updates are now in my system including the correct 8915 forms. You are a Saint.