@SweetieJean wrote:
Be careful about changing your age, just on the off chance that some state tax benefit kicks in at age 72. Also, your tax return may reject because the SSN won't match the correct issue year for that SSN.
No problem. It only has to be changed when making the QCD enter, then changed back to the correct age.
2020 TurboTax presently (version R13) has a bug the prevents it from asking the necessary question for those with birthdates between July 1, 1949 and June 30, 1950. As a workaround for this, with the CD/download version you can provide the QCD-amount information on the 1099-R in forms mode or in any version of TurboTax you can temporarily change your birthdate in TurboTax to something before July 1, 1949, edit the 1099-R form in TurboTax and answer the question asking how much was transferred to charity, then change your birthdate in TurboTax back to your actual birthdate.
**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.**
