Welcome back! Ask questions, get answers, and join our large community of tax professionals.
  • Products
  • Workflow Tools
  • Learn & Support
  • Sign In
  • Products
  • Workflow Tools
  • Contact Us
  • Sign In
  • Learn & Support
    • cancel
    Turn on suggestions
    Auto-suggest helps you quickly narrow down your search results by suggesting possible matches as you type.
    Showing results for 
    Search instead for 
    Did you mean: 

    Transferred a client into 2020 today, I noticed that the 1099R worksheets didnt transfer over

    Just-Lisa-Now-
    Level 15
    Level 15
    ‎12-02-2020 12:53 PM

    Has anyone else reported seeing this? 

    I generally dont transfer clients until mid January, this one was just to do a quick plan to see how much IRA could be converted to a ROTH...he only had one 1099R in 2019 and it wasn't marked as final so I had expected it to show up in 2020, but it was a no-show.


    ♪♫•*¨*•.¸¸♥Lisa♥¸¸.•*¨*•♫♪
    0 Cheers

    This discussion has been locked. No new contributions can be made. You may start a new discussion here

    7 Comments 7
    IRonMaN
    Level 15
    ‎12-02-2020 02:10 PM

    I don't transfer until January so I didn't notice.  But we can always asked the hardest working person at Inuit if anyone has reported it - @Orlando 


    Slava Ukraini!
    Orlando
    Intuit Alumni
    ‎12-02-2020 02:23 PM

    Hmm. I have not heard this one reported. Would it be possible to email a sanitized version of the TY19 file, to [email protected]?  If I can reproduce the problem, it's much easier to get it fixed.. and it'd probably take me half a day to figure out how to create a return that duplicates the issue.

    0 Cheers
    Terry53029
    Level 15
    Level 15
    ‎12-02-2020 03:24 PM

    @Just-Lisa-Now- I transferred one client for same reason, no issue, and all worksheets showed up ok. After I finished I deleted his file, and will retransfer in January  

    Just-Lisa-Now-
    Level 15
    Level 15
    ‎12-02-2020 04:55 PM
    Im already home, I dont plan on going back to the office until next week...its not that big of a deal right now, I plan to delete the file and transfer back in later in 2021 when they come for their appt anyhow ...if its still an issue at that time, I'll check back in with you.

    I just wondered if anyone else had seen it mentioned or not.

    ♪♫•*¨*•.¸¸♥Lisa♥¸¸.•*¨*•♫♪
    0 Cheers
    Just-Lisa-Now-
    Level 15
    Level 15
    ‎12-02-2020 04:57 PM
    I transferred a few over on my home system just to goof around with, I didn't notice anything missing...we'll see what happens later.

    ♪♫•*¨*•.¸¸♥Lisa♥¸¸.•*¨*•♫♪
    Just-Lisa-Now-
    Level 15
    Level 15
    ‎12-02-2020 09:24 PM

    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♥¸¸.•*¨*•♫♪
    Orlando
    Intuit Alumni
    ‎12-02-2020 10:05 PM

    Great, thank you for confirming!







    Intuit Lacerte Tax
    Intuit ProConnect Tax
    Intuit ProSeries Tax
    Additional Accounting Solutions
    Tax Pro Center
    Tax Practice Resources
    Call sales: 844-877-9422
    Sitemap

    ©1997-2025 Intuit, Inc. All rights reserved.

    Intuit, QuickBooks, QB, TurboTax, and Mint are registered trademarks of Intuit, Inc. Terms and conditions, features, support, pricing and service options subject to change without notice.

    By accessing and using this page you agree to the Terms and Conditions.

    About Cookies | Manage Cookies
    Legal Privacy Security