If you are trying to spread your 1099-R over 3 years for the money taken from your 401k, there must be a disaster linked to it. The Form 8915-F must be in the return for the forms to connect.
Follow these steps:
- Review your Form 8915-F is complete
- location in disaster area
- main home
- 401k distribution within allowed time frame - between Oct 5, 2024 and April 4, 2025
- Edit your 1099-R, continue through all of the questions.
- Be sure to answer yes to disaster related
- continue through to end of questions.
To print or view your forms, including all worksheets:
- In desktop, switch to Forms Mode.
- For online:
- On the left side, select Tax Tools
- Select Print center
- Select Print, save or preview this year's return
- If you have not paid, select pay now.
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