Anonymous
Not applicable

Get your taxes done using TurboTax

@DianeW I think it will depend on how the form is brought into Turbo Tax, but I don't see why.  The income was already reported on 1099, so you are just tracking it and carrying the income forward with a different version of the 8915 each year.  

 

If tax preparation software asks you for a 1099 to trigger the logic to go down that path, that would be the only reason  I can't see how the IRS cares about the 2020 1099 once its been reported.  Your financial institution most certainly will not generate a new one.