JRHMD
New Member

QCD Blues

Just discovered that the $$$ I donated from an IRA account as QCDs for 2021 and 2022 did not reduce my AGI/tax.  1099-R Box 2a is same as Box 1.  Box 2b is checked both years.  IRA/SEP/SIMPLE also checked.

 

I did not see any questions from TT about a QCD while entering the info.  (Actually, as I opted for the automatic download of tax forms from my broker, maybe this is part of the problem?)

 

I understand the CQD concept.  I just want to understand the latest mechanics of how to get the QCD amount deducted from the amount in Box 2a -- or, at least the functional equivalent of that.

 

If simple enough, I will refile both years.

Thanks.