1099-r not transfer

Forum|Forum|6 years ago
December 7, 2019
3 replies
0 views

Has anyone else noticed that 1099-R's aren't being pulled forward from 2017 to 2018? I noticed it once today- the 2017 1099-R form didn't have the "Do Not Transfer" box checked, but it still wasn't transferred to 2018. I'm using ProSeries Tax Professional 2018.

ProSeries Professional

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Best answer by Ernie

Mine seem to all be transferred.

ErnieAnswer

Level 7

Mine seem to all be transferred.

Just-Lisa-Now-

Intuit Community Champion

Havent noticed any here....did you maybe mark it as a total distribution last year or marked the Do Not Transfer to next year box in error? Take a peek back at the 2017 program or the 2017 1099R worksheet you have in your records.

♪♫•*¨*•.¸¸♥Lisa♥¸¸.•*¨*•♫♪

Accountant-Man

Level 13

Mine are transferred. Was the box "do not transfer" or "total distribution" checked last year?

** I'm still a champion... of the world! Even without The Lounge.

D

dnealAuthor

Level 2

I double checked my 2017 file and neither the "Do not transfer this 1099-R to next year" nor the "Total distribution" are checked. Is there another reason why the 1099-R's would not transfer? I'll have a look at more clients and see if it's a consistent problem.

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