Has anyone else noticed that 1099-R's aren't being pulled forward from 2017 to 2018? I noticed it once today- the 2017 1099-R form didn't have the "Do Not Transfer" box checked, but it still wasn't transferred to 2018. I'm using ProSeries Tax Professional 2018.
Havent noticed any here....did you maybe mark it as a total distribution last year or marked the Do Not Transfer to next year box in error? Take a peek back at the 2017 program or the 2017 1099R worksheet you have in your records.
I double checked my 2017 file and neither the "Do not transfer this 1099-R to next year" nor the "Total distribution" are checked. Is there another reason why the 1099-R's would not transfer? I'll have a look at more clients and see if it's a consistent problem.
weird, I'll be on the lookout now! I always have my W2 and 1099R worksheets right on top of the clients prior year return, so I can see what was entered last year.
