1/14/22 – The Phase I rollout consists of adding F8915-F menu to the program and implementation of carryforward from a prior year 8915-E (not visible in Practice Lab). Additional rollouts will include calculating the current year taxability and carrying those values to the 1040.
With this mornings deployment, Form 8915-F is now in the 2021 application. It is its own menu item located under the 1099-R menu. When accessing Form 8915-F, if Form 8915-E was available on the prior year return, the input fields within Form 8915-F will populate automatically.
