Gr8ful
Level 1
01-21-2022
09:44 AM
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Client chose to spread distribution over 3 years and 8915 was completed in 2020 Proseries. Opening up client's 2021 file shows no trace of the carryforward!
-Anyone else seeing this?
-Is there any alert or note to alert/remind us this client elected this option last year?
- I see that PS won't release 8915F until March but does that form really need to be completed again in 21 if withdrawal was in 2020?
Thanks for any input.
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