I did a CDA last year and the balance showing is 0 in last years file. However, when I roll the tax return forward it isn’t rolling forward the CDA history. IE: it doesn’t show that the balance was paid out. I even started over an re-rolled but same thing.
I can override and make it zero, as taxcycle keeps prompting me to do a CDA. I paper filed the 2054 last year, but is there something I need to tick off to carry it forward?
I don’t do these very often and I am a bit rusty so tips would be appreciated.