bub
Level 1

What form is used in proseries basic to spread out the 1099-R covid withdrawal over three years

 

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Just-Lisa-Now-
Level 15
Level 15

Scroll down the 1099R worksheet to the Covid disaster section, mark those 2 boxes and the 8915E will populate to exclude the penalty and spread over 3 years.


♪♫•*¨*•.¸¸♥Lisa♥¸¸.•*¨*•♫♪
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qbteachmt
Level 15

Here's your Help article:

https://proconnect.intuit.com/community/individual/help/proseries-form-1099-r-faq-s/00/4853

 

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