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- 1099-R marked IRA/SEP/SIMPLE are automatically marked as non-taxable
1099-R marked IRA/SEP/SIMPLE are automatically marked as non-taxable
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douggehrke23
Level 1
04-04-2023
09:38 AM
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On only one client, when entering a 1099-R that is marked as an IRA/SEP/SIMPLE the entire amount is marked as non-taxable. This client has a QCD every year that is only a portion of their distribution so the work around of just not marking it won't work. I could probably **bleep** and start over. I contacted ProSeries and had live help, but they were not able to resolve it and only sent a link for how to create a 1099-R. Has anyone else had this problem?
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TaxGuyBill
Level 15
04-04-2023
09:46 AM
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Can you clarify the problem? Are you saying the 1099-R shows $0 is taxable? Or are you saying the 1099-R has an amount in the taxable box, but the program is not treating it as taxable? Or something else?
What code is on Box 12?
