Retirement tax questions

@bae4360 As I posted directly above your post, this is a Bug in TurboTax that is being worked on. 

 

Because Congress changed the RMD age form 70 1/2 to 72, they changed that in TurboTax, but overlooked that the QCD question was tied to the RMD questing so if you do not get the RMD question you will also  not et the QCD question.

 

The only way to fix this will be is with a new interview questions just for the QCD based on the 70 1/2 age.

 

I don't see them doing that prior to the big 1099-R interview change that is coming to add the new CARES act 8915-E form and associated  interview questions - whenever the IRS releases that form - only the IRS knows when.

 

For now the age change workaround works fine.

 

 

**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.**