Oh yeah, and the QCD can only be done if the Retirment account was an actual IRA......not a 401k, 403b, etc.
AND if it was made from an IRA, the IRA/SEP/SIMPLE box needs to be checked on the main 1099-R form in the software.
____________*Answers are correct to the best of my knowledge when posted, but should not be considered to be legal or official tax advice.*
