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H
helens4200
Level 2
March 20, 2023
Question

Has anyone else noticed that for 1099-R the software is not breaking out IRAs and Pensions/Annuities correctly on the 1040 lines 4a and 5a?

  • March 20, 2023
  • 2 replies
  • 8 views
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2 replies

George4Tacks
George4Tacks
Level 15
March 20, 2023

Are you sure you are opening up the Details portion of the input and checking the box for line (7)?

Answers are easy. Questions are hard!
    itonewbie
    itonewbie
    Level 15
    March 20, 2023
    @George4Tacks wrote:

    Are you sure you are opening up the Details portion of the input and checking the box for line (7)?

    That's how I read it at first too.  But then, when I started to respond, I realized the OP was asking about something else. 😁

    ---------------------------------------------------------------------------------Still an AllStar
      itonewbie
      itonewbie
      Level 15
      March 20, 2023

      Lines 4a and 5a are supposed to be left blank unless your client met one of the exceptions.  ProConnect Tax does report the proper amounts on 4a and 5a, if any of these exceptions are met.

      ---------------------------------------------------------------------------------Still an AllStar
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