1099-R transactions no longer Appear on Tax Schedule

Question

Running Qm version Version 7.7.1 (Build 707.53346.100)  ,macOS 12.7.5..

For reasons I'm unable to figure out I no longer show 1099-R transactions on the tax Schedule. I noticed this the other day..seems to have occurred on the 2024 & 2023 reports.

Any inputs would be appreciated.

jacobs · Answer

@Concordman  But the question is whether  the transaction which uses that category is in the retirement account or a non-retirement account. In the former, it will not be included in a tax report; in the latter it will. What is the transaction you used to recognize the income?

Jon · Answer

I switched my pension category over to the tax line you're using and my pension payments still showed up my my Tax Schedule report, so I'm not sure why yours would not.

You probably already know this, but the child category does not inherit the tax form assignment of the parent, so your "Variable Annuity:Non Taxable" transactions won't appear on the Tax Schedule report. I would assume that's intentional in the case of non-taxable payments, but wanted to point it out just in case.

Concordman · Answer

@Jon, yes its set up correctly

Been working as properly until 2023 &2024