Spouses 1099-R IRA amount flow through needs a fix.

brian2

I had completed a MFJ tax return and the spouse's 1099-R IRA withdrawal was not showing up on page 1 of the 1040. I unchecked the IRA box and it showed up on page 1 of the 1040 but this marks it as a pension. I then unchecked the spouse's box and it showed up on page 1 of the 1040 but this does not match with the IRS RMD for the spouse.

abctax55

What does the F 8606 show? Any basis info?

HumanKind... Be Both

brian2

Nothing on Form 8606. I hope Pro-Series tech support monitors this Tax Talk as it is a programming error.

IRonMaN

Do you have the return marked as a joint return?

Slava Ukraini!

brian2

I deleted the 1099-R and then re-entered it and now it works correctly.

qbteachmt

ProSeries, not Tax Talk, would be the subforum to select for posting Pro Series issues, when it's beyond a tax discussion and really a software performance issue.

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