I think my friend followed @DoninGA's latest guidance to the teeth, but still couldn't have the 2nd year 1/3 amt shown up on their 1040 line 5b. Software is the latest desktop version with the 3/31 updates.
Instead, what did show up on their 1040 line 5b was their true 2021 early withdrawal of their 401(k) that was subject to penalty. They tried to delete that early withdrawal amount; or delete the 8915F-T/S shown up in the forms view. None worked. By the way, what's the diff between 8915F-T vs 8915F-S? 8915F-T shows Item D checked, but -S doesn't.
They scrolled down 8915F-T and followed the chart 1 and was told to complete lines 12 thru 15 and 23 thru 26 as applicable, but those blanks were not fillable. This worksheet 2/4 seems to refer to the step-by-step view that had pulled the right amount from the 2020 8915-E line 4b/9/17. Thanks.m
oops. I think IRS confirmed per https://www.irs.gov/pub/irs-schema/ty[product key removed]s-and-solutions.xlsx that 8915-F wasn’t developed in XML, so how does TurboTax actually gonna handle this 1/3 not showing up on 1040/8915-F issue?
