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DLP
Level 2
Mar 6, 2021 9:19 PM UTC
Solved

1099-R Total Distribution - Delete during Pro Forma

When there is a total distribution from a retirement plan, is there a setting to remove that payer's information during pro forma into subsequent year?  Find myself asking clients about "missing" retirement plan/ distribution information only to review the prior year and see it was in fact a total distribution in the prior year.

 

Thanks,

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kgreen8393Answer
Level 6
Mar 6, 2021 10:53 PM UTC

I believe it will only be removed if you enter the information to "Delete next year".  I do not believe the Total Distribution box on a Form 1099-R will make any difference in the proforma.

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kgreen8393Answer
Level 6
Mar 6, 2021 10:53 PM UTC

I believe it will only be removed if you enter the information to "Delete next year".  I do not believe the Total Distribution box on a Form 1099-R will make any difference in the proforma.

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