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I deleted the 1099-R and then re-entered it and now it works correctly.
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Nothing on Form 8606. I hope Pro-Series tech support monitors this Tax Talk as it is a programming error.
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I had completeda 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 pag...
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It is not good when it changes an amount owed to a refund. Will ProSeries cover the penalties and interest, at least we have until May 17th to follow up.
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The client did not receive the full Recovery Rebate in 2020 so the amount is showing up on the 2020 tax return as it should. I then e-file the return and it is ...
