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How do you get around the new questions about RMD's on the 1099R worksheets?

mf2534
Level 1
 
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6 Comments 6
Terry53029
Level 14
Level 14

leave blank

jeffmcpa2010
Level 11

0 works

IRonMaN
Level 15

They have new questions?  This is the first I've heard of it. 😮


Slava Ukraini!
ekelleycpa
Level 3

The Proseries error kicks in when you prepare a return and the client is 73 or older.  I did a quick scan of IRS pronouncements and didn't see anything new on 1099R reporting.

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IRonMaN
Level 15

It's a ProSeries glitch.  There have been numerous posts on the issue since it popped up last week.


Slava Ukraini!
jeffmcpa2010
Level 11

Actually it seems to me that it kicks in when you have a taxpayer who is 73 or older WHO HAS A RETIREMENT DISTRIBUTION...

 

But if they don't report a distribution the error does not appear?

 

I'm just wondering which is actually more likely to NOT have received an RMD?