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A
amyc
Level 3
March 3, 2021
Question

Form 8606 calculation change

  • March 3, 2021
  • 4 replies
  • 23 views

Has anyone else had their Form 8606 and taxable IRA distributions calculation change automatically by ProSeries recently? What is going on?

This topic has been closed for replies.

4 replies

C
CPA808
Level 2
March 3, 2021

I have a client who received a 1099-R with code 4.  In previous years it showed up as taxable. Now it shows up as non-taxable and I have to override the field to make it taxable.  It appears that if you have multiple IRAs the program cannot differentiate between which one the distribution in coming from.

A
amycAuthor
Level 3
March 3, 2021

ProSeries calc was working correctly and then just recently changed.  The return I had prepared and printed and gave to my client was correct and then the change occurred automatically upon efiling and the whole amount was made non taxable.

T
TaxGuyBill
March 3, 2021

Yes, an update from last week messed up IRAs and anything to do with a 8606 so it is not currently calculating correctly.

A
amycAuthor
Level 3
March 3, 2021

Anyone know when ProSeries will fix that?  UGH

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