How do I enter pro-rated 1099R from 2020 tax returns in 2021 Proseries

[ariwood22]

It doesn't appear that proseries is rolling over the 2020 1099r information that was entered as corona virus related distribution to the 2021 program.

The distribution should be reported ratably over a three-year period. For example, Covid related distribution in 2020 was $30K so $10K should be reported for tax year 2020, 2021, and 2022.

How's everyone entering the 2nd installment that should be taxable in the 2nd year?

[jeffmcpa2010]

Be watching for a form 8915-F sometime in the future. That is the form you need.

[ariwood22]

Thank you! It sucks the program doesn't warn you that this form needs to be filed for taxpayers who elected to spread payment over 3 years.