1099-R marked IRA/SEP/SIMPLE are automatically marked as non-taxable
On only one client, when entering a 1099-R that is marked as an IRA/SEP/SIMPLE the entire amount is marked as non-taxable. This client has a QCD every year that is only a portion of their distribution so the work around of just not marking it won't work. I could probably **bleep** and start over. I contacted ProSeries and had live help, but they were not able to resolve it and only sent a link for how to create a 1099-R. Has anyone else had this problem?
