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2020 IRA RMDs not copying?

richard6
Level 3

Has anyone else experienced the omission of IRA RMDs not transferred to the 1040 after entering the data on the 1099R worksheets for the 2020 taxes??

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6 Comments 6
dkh
Level 15

Are you saying the 1099R didn't transfer or the $$ amounts ?

Just-Lisa-Now-
Level 15
Level 15
Many people didnt have RMDs in 2020, so if you got rid of that blank 1099R worksheet, it wouldnt carry over.

♪♫•*¨*•.¸¸♥Lisa♥¸¸.•*¨*•♫♪
IRonMaN
Level 15

Accidentally marked as total distribution last year?


Slava Ukraini!
richard6
Level 3

The $$ did not transfer for the some of  ones who wanted the RMDs in 2020...

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IRonMaN
Level 15

Why would the dollars transfer?  The software doesn't do mind reading tricks to know how much they are going to take out the following year.


Slava Ukraini!
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qbteachmt
Level 15

Their account balance(s) will be different and the updated uniform life table is in effect for 2022. You would not want anything to carry over.

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