Skip to main content
Level 2
April 21, 2021
Question

WHY DOESNT LACERTE SPLIT 1099R DISTRIBUTION IN MFS SPLIT CALCULATION?

  • April 21, 2021
  • 2 replies
  • 7 views
No text available
This topic has been closed for replies.

2 replies

Level 5
April 21, 2021

Because not all types of distributions are community property.

George4Tacks
Level 15
April 21, 2021

We may never know why. A cure is to create two 1099R with 1/2 of each and attach a statement explaining what was done. 

I posted https://proconnect.intuit.com/community/lacerte-tax-idea-exchange/mfj-mfs-split-of-1099r-in-community-property-state/idi-p/158720 in the idea exchange. If you would like to see Lacerte do something like this then VOTE FOR THE IDEA

 

 

Answers are easy. Questions are hard!