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When is form 8915-E due out? My client want to claim there withdraw from 401K over the next 3 years, how do I input on Lacerte

 
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3 Replies 3
Level 3

On the screen that you input the 1099-r you can scroll down and there is a section for Form 8915.  Input the amount of qualified disaster recovery distributions included in gross distributions.  This amount will be spread out over the 3 year period.

Level 15

Form release dates can be found at https://proconnect.intuit.com/lacerte/forms-finder/ when they are determined. 


ex-AllStar
Level 1

According to the IRS Website the instructions were finalized and dated Feb 11, 2020 now we just need intuit to get all of their software updated.  https://www.irs.gov/pub/irs-pdf/i8915e.pdf

https://www.irs.gov/pub/irs-prior/f8915e--2020.pdf

 

 

 

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