early ira distribution draw

[Roz1]

Client took advantage of early IRA draw for tax year 2020 and has included a 1/3 to be taxed for year 2020, 2021 and 2022.

Now 1/3 shows for year 2023 and have not been able to delete it without overriding it.  I deleted the 1099-R but the dollar value still shows.

[dascpa]

If you had read this board months ago, you converted your file to 2023 too early.  The problem had not been fixed.  I believe the solution was to delete the file, then re-transfer from 2022 now that "the fix is in".

[Just-Lisa-Now-]

I had one that I transferred in recently and those dumb 8915E forms showed up, no dollar amounts though.....so its fixed, but not completely.

[C4U · Accepted solution]

I had some trouble with various carryovers being incorrect.  It is important to know your clients and their ongoings.  So good catch!   I went to the carryover screen/worksheet.  For some items this was a deeper dive then the simple carryover listed in our menu.  I used the looking glass icon to keep getting to "source".  Hope this helps.  

Now I have another issue - that K-1 update mid-season is ridiculous - codes are all screwed up - the follow through to the tax return is screwed up - I keep updating hoping it fixes but no luck yet.  And it will not accept overrides I tried that and got an error.  Return passed review but rejected e-file. I am about ready to have client mail it in.  

This year has been the worst software version I've ever dealt with!  And seems to be agreed in this community!

[Roz1]

Thank you!

[Roz1]

Worst of all, I have over 32 W-2 G's from this taxpayer!

Thank you!

[Just-Lisa-Now-]

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@Roz1 wrote:

Worst of all, I have over 32 W-2 G's from this taxpayer!

Thank you!

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total them per casino and make 1 W2G entry for each casino