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Retirement tax questions
Yes, QCDs are presently broken for those who at the end of 2020 were between 70½ and 71½. As, macuser_22 said, the only workarounds are to temporarily change the birthdate to something prior to July 1, 1949, enter the Form 1099-R and indicate the amount transferred to charity, then changing the birthdate back, or to enter the QCD amount on TurboTax's 1099-R form in forms mode.
January 8, 2021
4:59 AM