How does this work for you? I'm not sure if i missed something but i created a custom view, showing total IRA, Taxable IRA, and taxpayer age. A client I knew took a distribution that we put on 2020 8915E and spread over 3 years, is showing zero's in both total IRA, and taxable IRA column. Am I missing something here?

On another note, how does pro series not automatically transfer this figure over? What a joke.