toddcbad
Level 2

Thanks for your time but you continue to ignore a specific question. It's fine if you don't want to answer it but then tell me. From my prior post:

If it had been done correctly would you:

Remove form 8915-E and redo the pension payout to show and indirect rollover? This is what I keep asking, what actually gets amended in the return? Mark the return to be amended in Screen 59 in Lacerte and then what? Delete the Form 8915 disaster entries in screen 13 and enter 1/3 of the distribution in the Indirect Rollover entry in screen 13?

Or, leave the 8915-E in and just enter 1/3 of the distribution as an indirect rollover in screen 13?

0 Cheers