Just-Lisa-Now-
Level 15
Level 15
‎02-28-2021 09:12 AM

I FIGURED IT OUT!   I had my sample file guy marked as deceased...no 3 year spread when youre dead!!

 

I didnt notice this at the office yesterday, but when I saw people over in the PS Facebook group complain, I checked my home system and that box on the 8915E below box 5 to opt out of the 3 year spread seems to be getting automatically checked and taxing the entire amount.  I updated and still the same.

Work Around seems to be you can Right click on the boIx, Override, then you can delete the X in the checkbox and magically it takes away the override error.    

optoutauto.png

 


♪♫•*¨*•.¸¸♥Lisa♥¸¸.•*¨*•♫♪
TAXOH
Level 11
‎02-28-2021 09:51 AM

We've done about 5 or so and the box was not automatically checked.  Two that wanted to opt out I had to check the box because it wasn't automatically checked.

TAXOH
Level 11
‎02-28-2021 10:18 AM

On the 1099R worksheet under "Qualified Disaster Distribution Smart Worksheet" are the boxes for A & B checked?

0 Cheers
Terry53029
Level 15
Level 15
‎02-28-2021 10:23 AM

I didn't have to check box either. Mine is unchecked to spread over three years. I up dated 2/28/2021

 

Just-Lisa-Now-
Level 15
Level 15
‎02-28-2021 10:24 AM
I updated at the office yesterday and it was working normally too.....this is weird.

♪♫•*¨*•.¸¸♥Lisa♥¸¸.•*¨*•♫♪
TAXOH
Level 11
‎02-28-2021 10:27 AM

That is weird.

0 Cheers
Terry53029
Level 15
Level 15
‎02-28-2021 10:32 AM

Not too weird for PS last couple years. 😉

Just-Lisa-Now-
Level 15
Level 15
‎02-28-2021 10:40 AM

Nope, same thing.  I even deleted the 1099R worksheet and started over from scratch.

 


♪♫•*¨*•.¸¸♥Lisa♥¸¸.•*¨*•♫♪
0 Cheers
Just-Lisa-Now-
Level 15
Level 15
‎02-28-2021 10:51 AM

OK, this is extra weird.  Im seeing this issue in a sample file that I transferred into the program the other day.

If I enter the same 1099R situation in my own file, as well as a different sample file that Ive had in there for months, no issue.  Create a new file, no issue either, I transferred another client file in, no problems on that one....just this one file forces that checkbox.   This makes no sense.

At any rate, IF you see this problem, my work around seems to do the trick!


♪♫•*¨*•.¸¸♥Lisa♥¸¸.•*¨*•♫♪
qbteachmt
Level 15
‎02-28-2021 01:06 PM

"I had my sample file guy marked as deceased"

Did he already get the EIP, though? That's the burning question.

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