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Will a contribution carryover automatically come over from the previous year?

cakeen
Level 4

Client has an $18k contribution carryover from 2025 and I am wondering if it will show in when we roll over to 2026 or will we need to manually enter that?  I can see it on the worksheets but hate to assume.

Thanks!

 

2 Comments 2
IRonMaN
Level 15

It should roll over without any issues, but if you are worried about it rolling over, leave yourself a note for next year.


Slava Ukraini!
cakeen
Level 4

If only ProConnect would bring back the "NOTES" section!

Thanks for your reply tho-appreciate it.