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vickiearafiles
Level 1
February 4, 2021
Question

When is form 8915-E due out? My client want to claim there withdraw from 401K over the next 3 years, how do I input on Lacerte

  • February 4, 2021
  • 3 replies
  • 6 views
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    3 replies

    N
    nbeck
    Level 3
    February 4, 2021

    On the screen that you input the 1099-r you can scroll down and there is a section for Form 8915.  Input the amount of qualified disaster recovery distributions included in gross distributions.  This amount will be spread out over the 3 year period.

      George4Tacks
      George4Tacks
      Level 15
      February 4, 2021

      Form release dates can be found at https://proconnect.intuit.com/lacerte/forms-finder/ when they are determined. 

      Answers are easy. Questions are hard!
        W
        WCH
        Level 2
        February 16, 2021

        According to the IRS Website the instructions were finalized and dated Feb 11, 2020 now we just need intuit to get all of their software updated.  https://www.irs.gov/pub/irs-pdf/i8915e.pdf

        https://www.irs.gov/pub/irs-prior/f8915e--2020.pdf

         

         

         

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