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See what's trending for the November 15th deadline (Form 990) and resources for the upcoming tax season. View ProConnect Hot Topics.
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- Re: Has anyone else noticed that for 1099-R the software is not breaking out IRAs and Pensions/Annuities correctly on the 1040 lines 4a and 5a?
Has anyone else noticed that for 1099-R the software is not breaking out IRAs and Pensions/Annuities correctly on the 1040 lines 4a and 5a?
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helens4200
Level 1
03-20-2023
04:16 PM
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3 Comments 3
George4Tacks
Level 15
03-20-2023
04:32 PM
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Are you sure you are opening up the Details portion of the input and checking the box for line (7)?
Answers are easy. Questions are hard!
itonewbie
Level 15
03-20-2023
05:14 PM
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Lines 4a and 5a are supposed to be left blank unless your client met one of the exceptions. ProConnect Tax does report the proper amounts on 4a and 5a, if any of these exceptions are met.
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itonewbie
Level 15
03-20-2023
05:15 PM
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@George4Tacks wrote:
Are you sure you are opening up the Details portion of the input and checking the box for line (7)?
That's how I read it at first too. But then, when I started to respond, I realized the OP was asking about something else. 😁
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Still an AllStar
Still an AllStar
