- Mark as New
- Bookmark
- Subscribe
- Subscribe to RSS Feed
- Permalink
- Report Inappropriate Content
Deductions & credits
Even if you import a 1099-R, all you have to do is EDIT whichever IRA's 1099-R you made the QCD from, and answer all the follow-up questions.....one of which will ask about how much you transferred to charity.
For ANY 1099-R you import, you should edit every one of them to answer critical follow-up questions. There are always questions about things that are not a part imported data.
____________*Answers are correct to the best of my knowledge when posted, but should not be considered to be legal or official tax advice.*
March 4, 2025
4:15 PM