maui doug
Level 3
‎09-25-2025 01:26 PM

Client wants to use the 8915 form to allocate his 1099R distribution over three years for

rebuilding his house from the Lahaina Wild disaster fire - having problems getting it to allocate

the distribution over 3 years after inputting the data on 8915-F form.  Any advice?

0 Cheers
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Terry53029
Level 15
Level 15
‎09-25-2025 05:25 PM

Did you fill out the 1099R worksheet ? don't forget to fill out the Qualified Disaster Distributions Worksheet, about 1/3 way down on 1099R worksheet

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maui doug
Level 3
‎09-26-2025 05:50 PM

Thank you - that helped!

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