Level 3

Question

8915-F Form

Forum|Forum|2 years ago
January 18, 2024
5 replies
16 views

I know it's still early, but I was checking on something for a client and realized that the 8915-F form is still showing for this particular client. She's already claimed the full amount of her retirement distribution - 2020, 2021, and 2022. I'm assuming there will be an update to remove the form? Anyone have any insight? Thanks!

ProSeries Professional

This topic has been closed for replies.

IRonMaN

Level 15

The issue was brought up earlier. Hopefully an update fixes it, but who knows when that will be.

Slava Ukraini!

taxiowa

Level 8

I can see if I can drum up some professional help on this issue. He seems to know all about 8915 issues.

@fireball

or maybe by his other name

Level 8

You have to be kidding! Now that he is retired, Mr. Fireball is probably egging ProSeries on to make sure they include that form on every return. By the time ProSeries figures out the form isn't needed, it will be about April 10th, which is about when they will have the program updated if this extenders bill passes.

T

TaxGuyBill

Level 15

For the most part, it is still 2022 software and does 2022 things (such as the 8915-F). They seem to have A LOT of updating to do before it is ready for 2023.

T

TiredFarmer

Level 6

Anyone besides me wait until after tax season starts to send the first returns?

T

TaxGuyBill

Level 15

@TiredFarmer wrote:

Anyone besides me wait until after tax season starts to send the first returns?

I'm not that optimistic. I wait until NEXT tax season to file this year's tax returns. 🤣

IRonMaN

Level 15

But everybody has to look at the positive ----------------- at least the form was released early this year 😜

Slava Ukraini!

Just-Lisa-Now-

Intuit Community Champion

I had a Moderator assure me they're still looking into this 2 days ago, as of right now, you have to manually delete the form.

However, I'm guessing (from past experience with weird thigs like this) once they do fix it, client files that have already been transferred may not be "fixed", so you may want to wait before transferring all clients over.

♪♫•*¨*•.¸¸♥Lisa♥¸¸.•*¨*•♫♪

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