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where to show an IRA distribution that was allocated over three years in 2020

nmr12354
Level 3

In 2020 , I allocated an IRA distribution using form 8915E. The value of the distribution was $100k. $33k was claimed on the 2020 return and I know that another $33k will be claimed on the 2021 and 2022 returns. My question is where do I pick up the $33k for this tax year?  What form do I use in Pro Series Professional.

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Accepted Solutions
sjrcpa
Level 15

Form 8915 F which is not in the software yet.


Ex-AllStar

View solution in original post

5 Comments 5
sjrcpa
Level 15

Form 8915 F which is not in the software yet.


Ex-AllStar
IRonMaN
Level 15

7,777,899


Slava Ukraini!
nmr12354
Level 3

Thank you

Now all I need is the form.

jeffmcpa2010
Level 11

and patience...We are all needing that this year.

qbteachmt
Level 15

One of the remaining years should likely report $34k. Or, split it now: $33,500 years 2 and 3.

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