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Level 1
February 14, 2022
Question

where do you report the 1/3 of the 2020 distribution from a qualified plan, that taxpayer opted to divided in three equal amounts?

  • February 14, 2022
  • 1 reply
  • 10 views

I was under the impression that form 8915-F is the form needed to report the 1/3 of a qualified pension distribution made in 2020. I do not see that form in the Pro Series program.

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1 reply

Level 10
February 14, 2022

Not ready yet in Pro Series, that's possibly the same issue in Pro Connect.