Client has an $18k contribution carryover from 2025 and I am wondering if it will show in when we roll over to 2026 or will we need to manually enter that? I can see it on the worksheets but hate to assume.
Thanks!
It should roll over without any issues, but if you are worried about it rolling over, leave yourself a note for next year.
If only ProConnect would bring back the "NOTES" section!
Thanks for your reply tho-appreciate it.
