Jim-from-Ohio
Level 11

client comes in

  • looking over 2020 return, saw the dreaded 1/3 issue
  • thought, I am not waiting on this
  • the 1099-R was already in the 2021 rolled over return
  • changed code 1 to 7
  • put in the second 1/3 in both gross and taxable
  • went to print.. strange error popped up, saying 8915-E, yes E not ready yet.
  • delete 8915-E
  • printed out fine
  • efiled return.
  • we'll see what happens but the income was picked up so i don't see an income variance letter coming

 

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