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Spouses 1099-R IRA amount flow through needs a fix.

brian2
Level 2
I had completed a MFJ tax return and the spouse's 1099-R IRA withdrawal was not showing up on page 1 of the 1040.  I unchecked the IRA box and it showed up on page 1 of the 1040 but this marks it as a pension.  I then unchecked the spouse's box and it showed up on page 1 of the 1040 but this does not match with the IRS RMD for the spouse.
 
 
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5 Comments 5
abctax55
Level 15

What does the F 8606 show?  Any basis info?

HumanKind... Be Both
brian2
Level 2

Nothing on Form 8606.  I hope Pro-Series tech support monitors this  Tax Talk as it is a programming error.

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IRonMaN
Level 15

Do you have the return marked as a joint return?


Slava Ukraini!
brian2
Level 2

I deleted the 1099-R and then re-entered it and now it works correctly.

qbteachmt
Level 15

ProSeries, not Tax Talk, would be the subforum to select for posting Pro Series issues, when it's beyond a tax discussion and really a software performance issue.

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