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Retirement tax questions
Help. I ran a software update. My birthday in the profile clearly shows that I am over 70 1/2. I deleted the 1099R and reentered it. I ran through all the follow up screens in the interview process. The last screen asked if I transferred funds to another IRA or "did something else". The program never asks if I contributed any to charity. Is there any way to override this so my taxes show that I made a QCD?
‎January 12, 2021
12:27 PM