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Deductions & credits
Hi DoninGA,
Information was helpful in completing form properly and getting it to report the 1/3. However, the automatic worksheet in Step by Step supplied with TT Desktop is asking for the full distribution taken in 2020 from Form 8915E, line 4, column B. It works if you put a zero there, but when asking what the amount taken in 2020 was how else is someone going to figure this out if they don't look here? It appears that the checks let this go through without the actual 1/3 being reported on 1040.
March 28, 2022
7:47 AM