1099-r not transfer

[dneal]

Has anyone else noticed that 1099-R's aren't being pulled forward from 2017 to 2018? I noticed it once today- the 2017 1099-R form didn't have the "Do Not Transfer" box checked, but it still wasn't transferred to 2018. I'm using ProSeries Tax Professional 2018.

[Ernie · Accepted solution]

Mine seem to all be transferred.

[Just-Lisa-Now-]

Havent noticed any here....did you maybe mark it as a total distribution last year or marked the Do Not Transfer to next year box in error?  Take a peek back at the 2017 program or the 2017 1099R worksheet you have in your records.

[Accountant-Man]

Mine are transferred. Was the box "do not transfer" or "total distribution" checked last year?

[dneal]

I double checked my 2017 file and neither the "Do not transfer this 1099-R to next year" nor the "Total distribution" are checked. Is there another reason why the 1099-R's would not transfer? I'll have a look at more clients and see if it's a consistent problem.

[Just-Lisa-Now-]

weird, I'll be on the lookout now!   I always have my W2 and 1099R worksheets right on top of the clients prior year return, so I can see what was entered last year.