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Has anyone else noticed that 1099-R's aren't being pulled forward from 2017 to 2018? I noticed it once today- the 2017 1099-R form didn't have the "Do Not Transfer" box checked, but it still wasn't transferred to 2018. I'm using ProSeries Tax Professional 2018.
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Mine seem to all be transferred.
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Mine seem to all be transferred.
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Havent noticed any here....did you maybe mark it as a total distribution last year or marked the Do Not Transfer to next year box in error? Take a peek back at the 2017 program or the 2017 1099R worksheet you have in your records.
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Mine are transferred. Was the box "do not transfer" or "total distribution" checked last year?
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