I just manually entered it for that client. I haven't co...

maxie · ‎12-07-2019

Taxpayers took a distribution in 2017 of $40k. Taxpayers contributed $3k in 2018. Nothing was carried forward by Proseries to line 4 of form 8880. I thought it would automatically do this. Am I wrong? The 2017 distribution should disqualify the taxpayers from receiving retirement savings credit unless I'm missing something.

rbynaker · ‎12-07-2019

I think TaxGuyBill had a similar problem with a return earlier this year. It doesn't seem to be a consistent problem. happens some times but not others. You may have to manually enter the prior year distribution to get the form to work correctly.

Rick

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rbynaker · ‎12-07-2019

@TaxGuyBill
Did you get your 8880 carryover problem figured out?

Just-Lisa-Now- · ‎12-07-2019

wasn't it one of those things that they said they would report to development to be corrected in a future update?

♪♫•*¨*•.¸¸♥Lisa♥¸¸.•*¨*•♫♪

TaxGuyBill · ‎12-07-2019

I just manually entered it for that client. I haven't come across another client in a similar situation yet to see what it does. I *THINK* a Moderator said she set up a test file and it transferred okay for her, but obviously this post indicates it is happening to other returns too.

maxie · ‎12-07-2019

Obviously it is a problem. Maybe they fixed it and it "un" fixed in one of the recent updates.

rbynaker · ‎12-07-2019

Yeah. I dread having to update. I usually wait at least 24 hours and check here to see what folks are screaming about that got broken on a recent update.