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June 15, 2022
Discussion ongoing

Pensions, IRA Distributions

Related products:Lacerte
  • June 15, 2022
  • 1 reply
  • 6 views

1)A diagnostic is the Taxable Amount of a distribution is more than the Gross Distribution.

2)If the (2b) box is checked "Total Distribution" the line is not proformaed to the next year.

3) Change the diagnostic For IRA withdrawals when there is a basis (make the default not to use Form 8606) but say something like "there is a basis and Form 8606 should be used..."

This topic has been closed for replies.

1 reply

August 5, 2022

Thanks for the idea. We are changing the status to "Open for voting" since it has been around for over 30 days and 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.