- Mark as New
- Bookmark
- Subscribe
- Subscribe to RSS Feed
- Permalink
- Report Inappropriate Content
Deductions & credits
@Eagleandfox68 Go back to the Retirement income section. Make sure you select NO when asked if you received a Form 1099-R if you did not receive a form for 2021.
Make sure that you entered the amount of the 2nd year of the distribution as follows -
If the 2020 distribution was from an account that was Not an IRA
2020 Form 8915E Line 9 - Enter 1/3 of the amount from the 2020 distribution in both boxes for Line 9
If the 2020 distribution was from an IRA account
2020 Form 8915E Line 17 - Enter 1/3 of the amount from the 2020 distribution in both boxes for Line 17
March 25, 2022
10:39 AM