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Level 5
November 22, 2021
Question

IRA distributions taxable in 2021

  • November 22, 2021
  • 1 reply
  • 8 views

I did the proforma to 2021 and looked at a few clients with the deferral to 2021 and 2022 and I can't find where it transferred to.  The amounts do not show up on the income when I look at the tax summary.

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1 reply

sjrcpa
Level 15
November 22, 2021

It is way too early to pro forma and expect any sort of accuracy.

The more I know the more I don’t know.
Level 5
November 22, 2021

That's why they have us do it early.  To find out these problems