Form 8915f

[Michael A Zullo CPA]

Today I did my first 8915f using the 8915e. 
My client had regular pension distributions in 2021. 
The program is carrying the 1/3 distribution correctly but the normal 2021 pension amount is being blocked out on the 1040 line 5b. The only amount showing on line 5b of the 1040 is the 1/3 distribution. Called customer support and they had no idea. 
I tried another client, same problem. The tax returns are incorrect so be careful!

Anyone else figure a way around this?

[qbteachmt]

4b vs 5b?

[Just-Lisa-Now-]

Ohhhhh  youre right.  I just tested it on a dummy file.

[garman22]

Could you just override?

[Michael A Zullo CPA]

Yes but the you get the error messages and not sure it will E-file with the error message saying do not override. 

[Just-Lisa-Now- · Accepted solution]

I think youre entering the 8915E wrong...I was seeing the same thing you were, and I was doing it wrong!

Put your total Covid dist up top in the smart worksheet, then scroll down to Line 12 and input the payment amount from 2020 (1/3 of the total)

[Michael A Zullo CPA]

That did work, thank you!!

[kaseyCPA]

Absolutely not - 

The 8915-e is pre-fed with the last 1/3 of the Covid 1099 distribution. It just isn't flowing onto 5b- 

So where do I force that in?

[Just-Lisa-Now-]

8915E should flow to the 8915F...8915F flows to the front of the 1040.....what do you see on the 8915F?