form 8915-f

[jbdaigle1102]

I have a client who pulled a retirement distribution in 2020 and chose to average it over the 3 year span.

At this time I do not even see the form 8915-f  listed in the forms for proseries.   Can anyone offer direction / guidance as to how to get this portion of the distribution to flow into the return?

[dkh]

This has been a hot topic on the forum.  If you have, time scroll through posts for the last week. There have been some interesting threads on the 8915-F.    We have to wait for the release of 8915-F which is anticipated mid-March.

[dkh]

As @Just Lisa Now  has suggested in several posts, if you need to calculate tax liability for your client you could enter this years amount on 1099R for now.  

[IRonMaN]

At this time can I say that I am a very, very happy camper that I didn't have any clients that elected to spread the tax over three years.  Now If I don't have any clients come in that need a 2210 for a couple of more weeks, I am going to go out and buy myself a lottery ticket. 💰💰

[Jamierac]

I would not even transfer the client until this form is released.  

[IRonMaN]

Yeah, you just know that is going to be the next issue popping up after the form is finally ready.

[IntuitGabi]

For the latest on 8915 please take a look at this article: Generating Form 8915 in ProSeries
The article will be updated if we have new information.