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I
Illni
Level 4
March 11, 2021
Discussion ongoing

Make final distribution checkbox delete the 1099-R on the proforma list

Related products:Lacerte
  • March 11, 2021
  • 1 reply
  • 2 views

Why not make our job easier by coding the "Final Distribution Box" into the same category as "delete next year" for 1099-R Pension pro-formas?

    This topic has been closed for replies.

    1 reply

    A
    Anonymous
    June 22, 2022

    Thanks for the idea. We are changing the status to "Open for voting" since it is no longer considered "New". If you have any questions on the life cycle of an idea, check out our Idea Getting Started Guide for more information. 

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