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Form 8880 Not Generating Credit Due to Pension Distributions in Lacerte

SOLVEDby Intuit11Updated July 14, 2023

This article explains what to do if Form 8880, Credit for Qualified Retirement Savings Contributions, isn't generating a credit due to a current year distribution.

  • This can happen if the taxpayer meets all the conditions, but distributions entered on Screen 13.1, Pensions, IRA Distributions are included on Form 8880, line 4 and have reduced or eliminated the amount of credit.
  • According to the instructions for Form 8880, distributions not from a traditional or Roth IRA, or an elective deferral plan, shouldn't be included.

See Form 8880 instructions for more information.

How to exclude gross distribution, including rollovers, on Form 8880, line 4

  1. Go to Screen 13.1, Pensions, IRA Distributions.
  2. Scroll to the section titled Other Information.
  3. Check the box Distribution not from IRA or elective deferral plan (8880).

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