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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.
‎January 28, 2021
1:57 PM