richard6
Level 3
03-19-2022
06:22 AM
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Has anyone else experienced the omission of IRA RMDs not transferred to the 1040 after entering the data on the 1099R worksheets for the 2020 taxes??
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dkh
Level 15
03-19-2022
08:11 AM
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Are you saying the 1099R didn't transfer or the $$ amounts ?
Level 15
03-19-2022
08:13 AM
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Many people didnt have RMDs in 2020, so if you got rid of that blank 1099R worksheet, it wouldnt carry over.
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IRonMaN
Level 15
03-19-2022
08:27 AM
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Accidentally marked as total distribution last year?
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richard6
Level 3
03-19-2022
09:43 AM
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The $$ did not transfer for the some of ones who wanted the RMDs in 2020...
IRonMaN
Level 15
03-19-2022
09:50 AM
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Why would the dollars transfer? The software doesn't do mind reading tricks to know how much they are going to take out the following year.
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qbteachmt
Level 15
03-19-2022
11:15 AM
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Their account balance(s) will be different and the updated uniform life table is in effect for 2022. You would not want anything to carry over.
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