heidi8
Level 1

I have a couple of clients who my understanding is they don't have to pay the pension back.  Not paying it in 3 years.  How do I enter this?

 

0 Cheers
George4Tacks
Level 15

Review the instructions for Form 8915 and see if that jibes with what your clients are telling you.

Screen 13, Sections (lower left) Click Form 8915 Qualified....


Here's wishing you many Happy Returns