Year 2 of 3 year averaging of 1099R due to disaster.

[vvoollss]

How do you handle in ProSeries? Are you required to make entry or should it automatically carry forward from prior year?

[jeffmcpa2010]

You wait until the 8915-F is released in the software.

[vvoollss]

Is it giving you an error message that it is waiting for a form release?  It did not us.  We just happened to remember they had a 3 year average last year - no warning not to file without this information.

[jeffmcpa2010 · Accepted solution]

It is up to you.

Pro-Series does not have an error message to remind you of your choice to defer.

You will have to check your files to be sure which ones have deferred income to report.