Form 8915-E

Forum|Forum|5 years ago
May 17, 2021
1 reply
1 view

I properly input a 1099-R early 401k distribution that qualifies for the 3 year deferral. When the question was posed to me if I wanted to spread it over 3 years I originally answered "no" to see the impact to the liability. Now I want to change this to "yes" but I cannot seem to get back to the question if I want to defer over 3 years. I tried removing and re-entering the 1099-R but it only gives me the first set of Q&A ignoring that last question related to the election for deferral. Anyone know how to get back to this question to change the answer?

macuser_22

Alumni - Champ

Delete the 1099-R and also delete the 8915-E form then reenter the 1099-R.

https://ttlc.intuit.com/community/accessing/help/how-do-i-view-and-delete-forms-in-turbotax-online/01/25593?search-action-id=164236352328&search-result-uid=25593

**Disclaimer: This post is for discussion purposes only and is NOT tax advice. The author takes no responsibility for the accuracy of any information in this post.**

macuser_22

Alumni - Champ

And if you are using the desktop version, switch to the forms mode and select the 8915E form and at the bottom of part I you will find line A and the 3 year check box - uncheck the box.

**Disclaimer: This post is for discussion purposes only and is NOT tax advice. The author takes no responsibility for the accuracy of any information in this post.**