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Level 2
posted Jan 8, 2024 3:08:07 PM

Transfer failure from 2022 to 2023

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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2 Replies
Level 15
Jan 8, 2024 3:13:51 PM

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.

Level 15
Jan 8, 2024 4:38:36 PM

I haven't tried it, but I think any 1099-R with "Total Distribution" marked the prior year wouldn't transfer either.