- Mark as New
- Bookmark
- Subscribe
- Subscribe to RSS Feed
- Permalink
- Report Inappropriate Content
Retirement tax questions
I tried that but it did not work for me. First after I put in the amount from the 1099R, I could not put 0 in line 4b (taxable amount) without an override and second I found NO way to put the annotation QCD on line 4b as directed by IRS instructions. However as soon as I changed my age, those lines were filled in properly by Turbotax through the interview process.
Then after I had it entered correctly, I went back and changed my age back. When I fixed my age to the proper age, the forms remained the same (correct). So I am not lying about my age to the IRS. Only briefly to Turbotax to work around their bug.
‎January 31, 2021
9:36 AM