@kathykenny2005 wrote:
Hi @heavy208
I have the same problem like you when I entering the number from 2020 tax return, form 8915-E line 9B and enter 1/3 of the amount into 2021 return and it kept telling me to check the 1099-R and the number from line 9 does not flow to the Form 1040, 5B. My tax calculation is still the same not decrease or increase. Can you please advise how you completed it?
Thanks
If the 2020 distribution was from an account that was Not an IRA
Enter 1/3 of the amount from the 2020 distribution in both boxes for Line 9
2020 Form 8915E, line 9, if you checked the box on that line, enter 0
2020 Form 8915E Line 9
