The second repayment of pension withdrawals

[gma]

I don't see the second payment showing up for their second payment?

[Just-Lisa-Now-]

We need Form 8915F, but IRS hasnt finalized it yet and Intuit doesnt have a draft in the program yet.

[gma]

Thank you.  But at the point when the form is finalized will the pension 1/3 payment due for 2021 carry forward?

[garman22]

good question.......

[gma]

Yeah, I just saw a guy with a pretty big carrover of 40 g's between his wife and him and it didn't pop in for an estimate.  I don't mind if its just giving an estimate and we have to file after the form is finalized.  But honestly there is nothing carrying forward for the second payment.  Just think, even the third payment.  If we have to do this on our own, that is fine, but just give us a warning.

[Just-Lisa-Now-]

New clients will be an issue as well, this year and next, Im going to want to see copies of both their 2020 and 2021 returns looking for this situation.