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- 1040 General Information worksheet not showing Roth basis
1040 General Information worksheet not showing Roth basis
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BBender
Level 3
02-23-2021
04:48 PM
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In prior years, if taxpayer or spouse had a Roth Basis, the information showed on the General Information worksheet tab in the program under Carryovers to 2019.
The 2020 package is only showing the basis for the taxpayer who made a 2020 contribution to a Roth. The spouse carryover basis from 2019 of $20,000 is not showing as a carryover. The amount is in the detail screen, so it did transfer over in the proforma, but I would like it to show up on the General Info worksheet. This worksheet is always a good reminder when reviewing the next year return.
Does anyone know if this is getting corrected?
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