1099-R Total Distribution - Delete during Pro Forma

[DLP]

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,

[kgreen8393 · Accepted solution]

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.