Hello DawnC, Token #1070031 This represents a test return that demonstrates the problem with handling QCDs. The return consists of a single 1099-R income item and the Line 1 amount of the 1099-R is 100% QCDs. Looking at the IRA Information Worksheet Part I, Line 1 has the correct 12/31/2021 imported basis carryover amount but Line 3 has been incorrectly reduced by the total 1099-R Line 1 QCD amount. On the worksheet, Line 3 had previously matched Line 1 after import. Oddly, if one overrides the empty worksheet year-end value field on Line 2 and enters any amount greater than Line 1, then Line 3 is immediately corrected to match Line 1. Thank you
