Level 11

Question

Today's Update Messed Up Every 1099-R

Forum|Forum|1 year ago
February 19, 2025
26 replies
97 views

Need a workaround. 02/19/25 update now requires RMD info on every 1099-R. Don't have this info, cannot get this info and on certain pensions, etc. this does not apply. There isn't enough Fireball to handle this new disaster.

ProSeries Professional

Just-Lisa-Now-

Intuit Community Champion

what info does it want? I havent updated yet.

♪♫•*¨*•.¸¸♥Lisa♥¸¸.•*¨*•♫♪

IRonMaN

Level 15

Thanks for the heads up. I'm not going to update until October 14th now.

Since that kind of information really shouldn't affect the 1099R reporting on the return, you can't just lie to the software to make it work?

Slava Ukraini!

BobKamman

Level 15

Every taxpayer, or just those 73 and older?

dascpaAuthor

Level 11

Appears to be RMD age eligible only.

BobKamman

Level 15

Well, see, they are doing you a favor. Just like giving you a place to enter Box 11 on a 1099-DIV, so they can remind you it goes somewhere. Just change the client's year of birth to 1959.

Just-Lisa-Now-

Intuit Community Champion

But are the ES forms finally ready?

♪♫•*¨*•.¸¸♥Lisa♥¸¸.•*¨*•♫♪

T

taxmanbrian

Level 4

The ES Forms are ready however, I'm echoing the same comments about the entry process for the 1099Rs. It's not only the RMDs but any 1099R entry.

J

JeffCPA

Level 5

Is anyone noticing on the last several Form 1040s they are completing that error messages are preventing efiling if the 1099R form is not completed by answering the RMD questions.

I could swear that during the first 15-20 returns I completed, where I completed 1099R information for basic distributions from an IRA for example, I did not fill in and complete the RMD question or the RMD worksheet (and the worksheet is a new worksheet I believe this year). Now here on the last several returns I have done, if I do not complete this RMD question, I am getting an error message.

Further, many 1099R forms that I am filling are for the classic traditional pension distributions, and the RMD question is not even applicable.

Lastly, I don't know for a number of clients if their distribution is actually satisfying their RMD or not. In many cases I do know from experience, but in others I simply do not know, and I would have to do the full comprehensive calculation to be sure. Am I missing something here> Did proseries change the software for these 1099R RMD scenarios this year. I have used pro series for years, and I never remember getting questions for this and error messages for this. Thank you.

abctax55

Level 15

https://accountants.intuit.com/community/proseries-tax-discussions/discussion/today-s-update-messed-up-every-1099-r/00/319166

HumanKind... Be Both

J

JeffCPA

Level 5

Thank you ABCtax55. I searched the community for something like my questions, thinking this must have been raised. I must not have typed in the proper search terms---go figure. But your link answers it all. Thank you for your prompt response. Sounds like this is the classic pro series software glitch, and here we go again. I thought I was losing my mind. Thanks.

W

WI FISHY

Level 4

yes latest update made this irrelevant change requiring RMD info and status or we get automated errors.

how do we complain or notify Intuit for correction? they should NOT put preparer in position to find a work around as there is nothing on the 1099R to have this information. Why make us the IRS auditors and why would the software take on this change???? Ugh.

Happy-Tax

Level 5

Somebody at Intuit is sharp as a marble. This is a typical ineffective solution to a nonexistent problem. At least give us a box to check in the Options window to disable the RMD worksheet.

B

boreilly462

Level 2

I just called Proseries. Totally useless!!!!!!!!!!

Their solution was for me to be transferred over to the IRS's helpline and discuss with them how this program should work.. .

The program worked fine for the first 19 days of February, now this. So typical of Proseries. Maybe by April 1st the program will work correctly. First it was having to enter all kinds of info for non cash contribtions under $500. Finally got that fixed. Then not having final estimated tax forms until yesterday.

M

MykMiller

Level 3

When I call PS I just want to pull my hair out. I have tried explaining issues and nobody seemed to understand. The issue is the same as last year so they did not fix it. It is with a Kansas form. I have now discovered several other issues on Kansas forms but do not want to waste my time talking to someone that has no clue.

E

Ed17

Level 3

There has to be a programming error. It's even asking for the RMD on 1099-Rs that are defined benefit payments. Hopefully, someone from intuit is reading this and fixes it ASAP !!!! Intuit keeps making it more and more attractive to look for other software.

HyacinthClare

Level 3

I ran into this today too, with my clients looking over my shoulder and I was thinking "What the heck is this?" and feeling like they're thinking, "Does she know what she's doing??"

Their income is a defined benefit pension from the California State Teachers Retirement System. Nothing to do with any RMD. And though it says "If this is an RMD..." there is no place to say, "IT'S NOT!"

This needs fixing or working around ASAP.

J

judys3

Level 6

Have y'all always completed the RMD worksheet? Why now is there an error message to complete?

A

AimeeZ

Level 3

We noticed this as well and are interested in the answer.

G

gabletax

Level 5

Intuit messed up in yesterday's update. See lots of posts at a thread with this name: