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Retirement tax questions
Yes, this is the correct workaround. In addition, this action can be performed in Turbo Tax online as well as the desktop version of Turbo Tax. To verify this, I changed my birthdate to a date prior to July 1, 1949. Once I did this, this generated an additional entry in the Tell us if any of these Common Situations Apply. There is now an entry that says I transferred All or Part of Money Directly to Charity. Select this and this will generate additional questions to be answered. After this process is complete, then you can correct your birthdate. Here is the screenshot that should appear and the additional entry that generated.
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‎January 21, 2021
12:28 PM
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