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- PROSERIES BASIC 1040 -NOT ALL FORM 1099-R FROM PRIOR YEAR GOT TRANSFERRED TO CURRENT YEAR
PROSERIES BASIC 1040 -NOT ALL FORM 1099-R FROM PRIOR YEAR GOT TRANSFERRED TO CURRENT YEAR
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JadeW
Level 1
02-27-2024
01:33 AM
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I transferred my 2022 client file (1040 Proseries Basic) to 2023. I noticed not all 1099-R are transferred. Two are missing out of 4. And an "untitled" Form 1099-R popped up in 2023 automatically. Is there program bug?
I also checked 2022 input form. " Do not transfer to next year" was unchecked and the account missing did not have "total distribution" checked in 2022 either.
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