1099-R Total IRA Gross istributions (2010 Q dlx)

Jan 19, 2010 1 Replies

I converted some of my IRA account assets into my Roth IRA.



For my IRA account, for Tax schedule Info: I have transfered Out set to: "1099-R Total IRA Gross distrib."



But I can't get the distributions to show up on the "Tax Schedule (for export to Turbo Tax)" nor the "Tax Summary" report.



For the reports, I checked the IRA account to include it. And also changed the trasfer option from "exclude internal" to "include all".



Anyone know how to get the 1099-R distributions to show up.



In earlier years, I would get it to show up.



This is an apparent bug in QWin which I believe has been around since at least 2005.

Cash transfers from a tax-deferred brokerage account to another brokerage account do not properly show in the tax reports. Transfers to a non-investment account or a cash account linked to a brokerage account are properly reported.

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