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Retirement tax questions
WE have this exact same problem. The only way we got it to take the Distribution from the IRA as a QCD was to change the birthdate to over 72. Then the follow up question for RMD and QCD comes up. This must be a bug in the Turbo Tax system because the tax law says you can take a QCD at 70 1/2 even though you are not required to take a RMD until 72. When will Turbo Tax be fixing this bug???
‎January 29, 2021
7:23 PM