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Retirement tax questions
It depends. If you continue through the interview process in Turbo Tax after reporting your QCD donation, you will reach a screen that says Tell us if you moved the money through a rollover or conversion. Here you will indicate that you rolled some of it over to an IRA or other retirement account. I included a screenshot that demonstrates this. After selecting the first entry of the screen, there will be additional questions on how much of it was a rollover. What ever amount you enter will become non-taxable at this point.
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‎January 21, 2021
11:27 AM