Retirement tax questions

Not sure about that one.

 

I seem to recall that in certain situations, a 1099-R isn't transferred into the next year's forms.  

 

I think one situation is if a "Total Distribution"  box is checked in the prior year's 1099-R form ..... becasue the 1099-R isn't expected to be needed for that exact same issuer the next year.  But I can see that if the IRA was converted to ROTH IRA within the same company, that might not always be true.

 

Might be other situations too, that I haven't thought of.   I know that in the Desktop software, but only in "Forms Mode", a person can check a box on that year's 1099-R worksheet, and thus choose to not have the 1099-R form transfer into the next year.

 

Yep, you might have to retype in the information if an empty form didn't transfer into this year.

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or...if you are using the Desktop software, make absolutely sure you transferred in the correct submitted/accepted file from 2020 taxes.....could have been you used a tax file from before you entered that paricualr 2020 1099R.   I know I have several separate files that I save separately as the tax season progresses, such that I don't have to start from scratch later if I make a major screwup along the way.

 

____________*Answers are correct to the best of my knowledge when posted, but should not be considered to be legal or official tax advice.*