1099-R info not transferring from TY 2020

Forum|Forum|4 years ago
January 23, 2022
7 replies
17 views

In the past the FEIN, name, and address from the prior year 1099-R was transferred into the current tax return. For TY 2021 all the prior 1099-R info appears to be missing. Is there a setting I'm missing? Anyone else having this problem?

ProSeries Professional

This topic has been closed for replies.

Just-Lisa-Now-

Intuit Community Champion

go back to the 2020 return and make sure neither Total Distribution, or Dont Transfer to next year boxes didnt get marked by accident.

♪♫•*¨*•.¸¸♥Lisa♥¸¸.•*¨*•♫♪

M

mapppAuthor

Level 5

No, neither of these boxes are checked. Everything appears normal. 1099-R's are just not listed. Causes LOTS of extra typing.

Just-Lisa-Now-

Intuit Community Champion

Did you transfer your clients into 2021 before January? Sometimes early transfers just dont work right.

I noticed this happen on one return that I transferred in back when the 2021 program was first released...I dont transfer clients in until late January, just to make sure the transfer bugs have been worked out.

♪♫•*¨*•.¸¸♥Lisa♥¸¸.•*¨*•♫♪

Sign up

Login with SSO

Let's get you signed in

Login with SSO