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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.
‎September 13, 2023
9:37 AM