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1099-R distribution for covid with 3 year taxable income plan

skymax
Level 3

How/Where do you report the 2nd and 3rd year of taxable income?  Last year you clicked some buttons on the 1099-R screen and it broke out the money over the 3 years.  Example 30k distribution, only 10k was taxable in 2020.  So now I want to report the 10k for year 2021.  Where do I report this?  Do I just input it in the the 1099-R screen again?  Or do I need to show it on the 8915 form somewhere? 

I assumed since I rolled over the client, the system would automatically roll this balance of taxable income forward but it doesnt seem to be.

Any guidance would be appreciated!  Thank you!

   

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3 Comments 3
dkh
Level 15

Lots and Lots of conversations on this.  Have to wait on Form 8915-F.  

Amanda44
Level 3

According to other posts (I had the same question), the form is not finalized and should be by 3/17.

skymax
Level 3

Thanks for the response.   3/17...that's  terrible...

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