Transferred a client into 2020 today, I noticed that the 1099R worksheets didnt transfer over

Forum|Forum|5 years ago
December 2, 2020
7 replies
33 views

Has anyone else reported seeing this?

I generally dont transfer clients until mid January, this one was just to do a quick plan to see how much IRA could be converted to a ROTH...he only had one 1099R in 2019 and it wasn't marked as final so I had expected it to show up in 2020, but it was a no-show.

ProSeries Professional

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IRonMaN

Level 15

I don't transfer until January so I didn't notice. But we can always asked the hardest working person at Inuit if anyone has reported it - @Orlando11

Slava Ukraini!

O

Orlando11

Level 8

Hmm. I have not heard this one reported. Would it be possible to email a sanitized version of the TY19 file, to proseries_engineering@intuit.com? If I can reproduce the problem, it's much easier to get it fixed.. and it'd probably take me half a day to figure out how to create a return that duplicates the issue.

Just-Lisa-Now-

Author

Intuit Community Champion

Im already home, I dont plan on going back to the office until next week...its not that big of a deal right now, I plan to delete the file and transfer back in later in 2021 when they come for their appt anyhow ...if its still an issue at that time, I'll check back in with you.

I just wondered if anyone else had seen it mentioned or not.

♪♫•*¨*•.¸¸♥Lisa♥¸¸.•*¨*•♫♪

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Terry53029

Intuit Community Champion

@Just-Lisa-Now- I transferred one client for same reason, no issue, and all worksheets showed up ok. After I finished I deleted his file, and will retransfer in January

Just-Lisa-Now-

Author

Intuit Community Champion

I transferred a few over on my home system just to goof around with, I didn't notice anything missing...we'll see what happens later.

♪♫•*¨*•.¸¸♥Lisa♥¸¸.•*¨*•♫♪

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