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Retirement tax questions
@refereeken - As a temporary work-around, you can go to the personal information section and change your date of birth to 1948 (which makes you 72), then go the the 1099-R section and repeat the interview. You should get the RMD question (say that none was required) and then the QCD question. After entering the QCD (which should go to the 1040 form line 4a with "QCD" written next to it, go back to the personal information and change the DOB back to 1949 and the QCD will remain.
(I tested that and it seems to work fine).
**Disclaimer: This post is for discussion purposes only and is NOT tax advice. The author takes no responsibility for the accuracy of any information in this post.**
‎January 7, 2021
10:26 PM