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Level 1
June 5, 2019
Question

Why does the information for my wife's 1099R covering her retirement not carryover from our 2017 return to our 2018 return?

  • June 5, 2019
  • 1 reply
  • 5 views
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1 reply

macuser_22
Alumni - Champ
Alumni - Champ
June 5, 2019

If the box 2b - total distribution was checked either on the form or accidentally, then the form will not carry forward since that indicated that the account was closed.

**Disclaimer: This post is for discussion purposes only and is NOT tax advice. The author takes no responsibility for the accuracy of any information in this post.**