- Mark as New
- Bookmark
- Subscribe
- Subscribe to RSS Feed
- Permalink
- Report Inappropriate Content
Retirement tax questions
(Still) unable to find Form 8915-E(Desktop; Home and Business). Is it currently available and if so, how to get it? Assuming I need it to get my return accepted(already rejected, although no errors on review).
Had an IRA 1099-R box 1 gross distribution; comprising a partial RMD + several QCD's, and rolled the RMD amount back, per CARES act. Subsequently did a partial Roth IRA conversion. Everything totaled up exactly for the box 1 entry. When I entered all the above into Turbo Tax, prompted to delete this 1099-R and to prepare 2 separate 1099-R's in TT, so I left it as is, backed out, and e-filed(no errors, but rejected). The only taxable item should be the partial RothIRA conversion. Will the 8915-E cure the TurboTax delete prompt? As of now, my IRA Trustee will not issue new, separate 1099-R's to include the above, and am concerned that an audit will be triggered. Thank you.