The 1099-R showed gthe 2022 RMD that I took in 2022. Too much was taken out, so within the 2 month window this extra $8,000 RMD was put back into the IRA. I also made a QCD from the IRA. I have worked with the worksheets and these transactions show up, but will not transfer to the 1040. I've tried everything.
The 1040 shows the total RMD, before the rollover and before the QCD. It shows only a total RMD, and zero taxable amount. I can't get it to reflect these two entries on the 1040 line 4b. No way to override this entry on the 1040. I've entered an explanation statement on 1040 line a, doesn't help. I Tried for a long time to call Turbotax phone support and finally found that the support team doesn't work on Saturday??? Guess I'm stuck until Monday.
Anyone have a suggestion as to how to get the rollover and QCD to change the numbers on the 1040? Starting to wish I'd hired a CPA. Been a Turbotax user for 25 years. First time I can't make it work.
Thanks,
Veehbj
