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    • Created with Sketch. See what's trending for the November 15th deadline (Form 990) and resources for the upcoming tax season. View ProSeries Hot Topics.
    Created with Sketch. See what's trending for the November 15th deadline (Form 990) and resources for the upcoming tax season. View ProSeries Hot Topics.
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    Can Pro Series sort out amounts paid out and corresponding withheld taxes into separate groupings for pensions, annuities, and IRAs?

    fujitom
    Level 1
    ‎12-07-2019 05:22 AM
     
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    Just-Lisa-Now-
    Level 15
    Level 15
    ‎12-07-2019 05:22 AM

    You can print the 1099R Summary, that shows all your 1099R's (gross, taxable, fed and state w/h, and which are marked IRA) all in in 1 list, but it wont separate into pensions, annuities, and IRAs


    ♪♫•*¨*•.¸¸♥Lisa♥¸¸.•*¨*•♫♪

    View solution in original post

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    1 Comment 1
    Just-Lisa-Now-
    Level 15
    Level 15
    ‎12-07-2019 05:22 AM

    You can print the 1099R Summary, that shows all your 1099R's (gross, taxable, fed and state w/h, and which are marked IRA) all in in 1 list, but it wont separate into pensions, annuities, and IRAs


    ♪♫•*¨*•.¸¸♥Lisa♥¸¸.•*¨*•♫♪
    0 Cheers






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