dmertz
Level 15

Retirement tax questions

Step-by-step mode in NOT handling QCDs correctly for those who have a birthdate between July 1, 1949 and June 30, 1950.  The workaround for this bug is described above.  As far as I can determine, there is no "Uncommon Situations" page that appears in the CD/download version of TurboTax that can be used as a workaround under these circumstances.

 

[Edit]  There is also nothing on the Uncommon Situations page in online TurboTax regarding QCDs.