Retirement tax questions
@gweingart wrote:
Yes, but when doing that, the 1/3 of the distribution I “should” see for 2021 is not showing up.
E.g.: in the Retirement Plans and SS section, I *think* I should be seeing 1/3 of the distribution I took in 2020, no?
When you completed the screen as shown in the following screenshot the amount you entered for either the 2020 Form 8915-E, Line 9 or the 2020 Form 8915-E, Line 17 will flow to your 2021 Form 1040 Line 4b or 5b.
