qbteachmt
Level 15

"It is a software question.

I have the same software question."

The original question isn't worded as a software question. To know the qualifications and which forms to use, you can use the IRS resources.


@JETT wrote:

"This does not help in answering where in the Pro Series software do you input the information in order to:"

And that's a different issue.

"#1 Not pay the 10% penalty" Form 5329 per the IRS

"#2 Spread the income and therefore the tax over 3 years." Form 8915-E per the IRS


Did you look at the Form Availability? You can Bookmark this link. You should use it frequently, because the release dates have changed.

"is the form not ready from IRS or is it not ready from Intuit?"

https://proconnect.intuit.com/proseries/forms-finder/

 

Form 8915-E, Qualified 2020 Disaster Retirement Plan Distributions and Repayments (Taxpayer) Final on 02/25/2021, EF on 02/25/2021
Form 8915-E, Qualified 2020 Disaster Retirement Plan Distributions and Repayments (Spouse) Final on 02/25/2021, EF on 02/25/2021
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