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401k or retirement plan deferral from last year. it's deferred for 3 years. How do you capture the 2nd year amount on the 1040

ragustintax
Level 1

I have a client that I deferred their 401k withdrawal, thru Cares Act.  It's divided into 3 years.  But when I was trying to do my client's 2021 return, I dont see it being captured on her 1040 automatically.

Do you I have to enter it manually?  Please advise on how.

 

Thank you

 

 

2 Comments 2
qbteachmt
Level 15

The Form 8915-F isn't ready. Right now, the IRS hasn't released the final version. Intuit shows they expect to have it finalized and released March 17.

You need to wait a while.

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Just-Lisa-Now-
Level 15
Level 15