Hi,
Before sending you the diagnostic file, let me tell you what I entered and see if you can figure it out.
Form 1099-R has same amount on box 1 and box2a. Distribution code 7 and IRA/SEP/SIMPLE box checked. I entered the RMD due by 12/31/24 "$18,380" which is the RMD for this account. I picked "Some of this distribution applied to the 12/31/24 RMD" and Amount applicable to 12/31/24 RMD "$18,380". However, only $8,300 cash was distributed out and the remaining $10,080 was "part of the distribution transferred to charity" and "amount transferred to charity" is $50,000. The balance of the total distribution less the cash distribution and QCDs was entered as the "Amount converted to a Roth IRA account".
Thanks,
Susanna
