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Test is successful!! Thank you, Lisa!!The forms 89815-E and 8915-F are ridiculously long and wordy, but they work.Best wishes to community.
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Got it. Thank you, Lisa! I will do it as you described and test it.
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So I will select the 8915-E in my client's 2021 file, and check the box that it is for 2020 I.e. the distribution was in 2020.So in effect, because the program ...
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Yes. I just tested it. Form 8915-F is in there, but it needs the "Qualified 2020 Disaster Retirement Plan Distributions and Repayments Worksheet" - which is not...
