Gr8ful
Level 1

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.