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Use the Qualified Disaster Distribution Smart Worksheet on the 1099R of the distribution to feed the entries to the form 8915-E.
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According to Pro Series support, this cannot be processed yet. It will be processed on the Qualified Disaster Distribution Smart worksheet, found on the 1099-R ...
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The entire amount was returned to the Brokerage.So now I need to reflect the 1099-R showing the distribution, and the tax so that was withheld so that the clien...
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I have the same situation. But checking the rollover box is not taking the amount out of taxable income. Only the tax that was withheld is remaining, as it shou...
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How to reflect return of RMD? Entire RMD was returned to custodian, by check, however, Federal and state tax was withheld, as reflected on 1099-R.
