You have to wait for the form 8915-F - rumored to be available 3-24.
Does client have to include form 1099R from the year he made the distribution?
I have seen nothing to indicate the prior 1099-R will/should be included in the 2021 return. The belief seems to be that the preparer will enter the carryover amount somewhere on 8915-F when it is ready.
Thank you.
Lets hope it is not just a rumor
At his time it appears that 1099r will be needed to carry the amount over to line b form 1040
o offense ment but you had better look again.
You have clicked a link to a site outside of the Intuit Accountants Community. By clicking "Continue", you will leave the community and be taken to that site instead.