PaulaB
Level 3

I have a couple that took distributions from an IRA due to income reductions caused by Covid.  They are able to prorate their distributions over 3 years to spread out the tax on the distributions.  How would that be entered on the 1040?  Can I attach an explanation?  

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IRonMaN
Level 15

Look closely at the 1099R worksheet.  There are some boxes to check that will then create a form 8915E.


Slava Ukraini!
qbteachmt
Level 15

Here is your Help article: https://proconnect.intuit.com/community/retirement-tax-credits-and-deductions/help/generating-form-8...

 

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PaulaB
Level 3

Thank you!!!  Just what I needed.  

 

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