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1099-R info not transferring from TY 2020

mappp
Level 4

In the past the FEIN, name, and address from the prior year 1099-R was transferred into the current tax return.  For TY 2021 all the prior 1099-R info appears to be missing.  Is there a setting I'm missing?  Anyone else having this problem?

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7 Comments 7
Just-Lisa-Now-
Level 15
Level 15
go back to the 2020 return and make sure neither Total Distribution, or Dont Transfer to next year boxes didnt get marked by accident.

♪♫•*¨*•.¸¸♥Lisa♥¸¸.•*¨*•♫♪
mappp
Level 4

No, neither of these boxes are checked.  Everything appears normal.  1099-R's are just not listed.  Causes LOTS of extra typing.

Just-Lisa-Now-
Level 15
Level 15
Did you transfer your clients into 2021 before January? Sometimes early transfers just dont work right.

I noticed this happen on one return that I transferred in back when the 2021 program was first released...I dont transfer clients in until late January, just to make sure the transfer bugs have been worked out.

♪♫•*¨*•.¸¸♥Lisa♥¸¸.•*¨*•♫♪
mappp
Level 4

No, I transferred one client (me) today 1/23/2022.

Just-Lisa-Now-
Level 15
Level 15
weird, not sure what to tell you, sorry.

♪♫•*¨*•.¸¸♥Lisa♥¸¸.•*¨*•♫♪
dd4vols
Level 10
Level 10

Maybe Intuit thinks you need to change preparer!!  lol  jk

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TAXOH
Level 11
I transferred one today and the 1099R transferred fine.