Just-Lisa-Now-
Level 15
Level 15

Ok, this was a PEBKAC error

I just figured out why that 1099R didnt transfer.....it wasnt marked final, but it was converted to a ROTH...if I uncheck the ROTH conversion box then it transfers the 1099R over to the next year.


♪♫•*¨*•.¸¸♥Lisa♥¸¸.•*¨*•♫♪