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Level 3
posted Mar 7, 2023 3:19:25 PM

1099-R for RMD with QCD reduction of taxable income. Forgot to designate "4b QCD".

Line 4b taxable income is correctly reduced by the QCD amount for an RMD on a 1099-R.  However, i did not designate as QCD in the software.  Do i need to file an amended return ?

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1 Replies
Expert Alumni
Mar 7, 2023 4:23:18 PM

No- as long as the amount is included on Line 4a, you do not have to amend your return.  If it was not there you would definitely have to amend.