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See what's trending for the November 15th deadline (Form 990) and resources for the upcoming tax season. View ProSeries Hot Topics.
See what's trending for the November 15th deadline (Form 990) and resources for the upcoming tax season. View ProSeries Hot Topics.
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MAER356
Level 2
03-21-2024
09:49 AM
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in 2020 taxpayers took distributions from retirement plans. 1/3 was taxable in 2020, 1/3 in 2021 and the last 1/3 in 2022. Why is an additional 1/3 is showing as taxable income in 2023?
Thank you
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2 Comments 2
Just-Lisa-Now-
Level 15
03-21-2024
10:36 AM
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That glitch was fixed over a month ago.
Was this a client that you transferred into 2023 in early January? If you haven't done any work on it, just delete the file and re-transfer it.
If this was a recently transferred client, then your software needs to be updated, you may even have to use REPAIR UDPATES, since its been fixed for multiple updates.
♪♫•*¨*•.¸¸♥Lisa♥¸¸.•*¨*•♫♪
MAER356
Level 2
03-22-2024
09:39 AM
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Thank you so much for the answer. We transferred our clients late December. I'm surprised an update can't fix it subsequent to the transfer. We'll have to be on the lookout to make sure none of the distribution is treating as income in 2023.
