Some of my 1099-Rs from 2022 did not transfer to my 2023 TT file (Windows). How to I force another import from 2022 to 2023?
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Did any of the 2022 Form 1099-R's have the selection to Do not transfer to next year selected? Go to Forms mode on the 2022 desktop program and look at the top of the Form 1099-R.
I haven't tried it, but I think any 1099-R with "Total Distribution" marked the prior year wouldn't transfer either.
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