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    IRA distributions taxable in 2021

    scheunemanncpa
    Level 4

    I did the proforma to 2021 and looked at a few clients with the deferral to 2021 and 2022 and I can't find where it transferred to.  The amounts do not show up on the income when I look at the tax summary.

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    2 Comments 2
    sjrcpa
    Level 15

    It is way too early to pro forma and expect any sort of accuracy.


    The more I know the more I don’t know.
    scheunemanncpa
    Level 4

    That's why they have us do it early.  To find out these problems