Solved
401K withdraw under the pandemic provision calculation did know roll forward in ProSeries. Anyone know how to handle this?
401K withdraw under the pandemic provision calculation did know roll forward in ProSeries. Anyone know how to handle this?
A client pulled 75K out of his 401k in Nov 2020. I filed the return and claimed the 33% as Cashed out under the Pandemic Provision. He has 2 more years of claiming the 33% but ProSeries did not roll the information over into 2021. I can't find any information how to handle this as the 1099R was for the entire amount and he had the 10% withheld in 2020. Any ideas would be appreciated.
