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In anticipation of the upcoming May 15th deadline, we've compiled a list of the most common questions here.
In anticipation of the upcoming May 15th deadline, we've compiled a list of the most common questions here.
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- query for corona related 1099r distributions
query for corona related 1099r distributions
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Level 1
02-15-2022
09:16 AM
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Since the 8915d/e is not ready until 3/31 it would be nice if we could run a query to get a list of clients who had this distribution since we have to make a manual entry.
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3 Comments 3
qbteachmt
Level 15
02-15-2022
12:03 PM
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The form for 2021 tax year filing and beyond, for disaster year 2020 and beyond, is 8915-F = "Forever" form. This includes covid-disaster withdrawal taxable income reporting deferral.
8915-E is only used for tax year 2020 and disaster year 2020. This includes covid-disaster withdrawal reporting.
8915-D is for tax years 2020 and 2019 for disaster year 2019. There is no covid disaster here.
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"Level Up" is a gaming function, not a real life function.
"Level Up" is a gaming function, not a real life function.
IntuitGabi
Community Manager
02-15-2022
12:18 PM
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This might be related to what you're requesting, feel free to vote and comment on idea:Tax Query for form 8915-E should be added for 2020 and forward.
randelw
Level 2
02-27-2022
08:24 AM
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Yes! PLEASE ProSeries, make this a priority!
