@stormj06 wrote:
I do all that, but when I preview my 1040 (or even the final file) I see no mention of the numbers I added related to this topic, nore is there an 8915-F or E form anywhere being generated.
It will be on the Form 1040 Line 4b or 5b if you entered the 2nd year distribution amount in both of the boxes as shown in the procedure. And you did NOT enter an amount of repayment of the distribution in 2021.
Go back to the Form 1099-R section and review your entries -
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
If the 2020 distribution was from an IRA account
Enter 1/3 of the amount from the 2020 distribution in both boxes for Line 17
2020 Form 8915E, line 17, if you checked the box on that line, enter 0
2020 Form 8915E Line 17
