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Retirement tax questions
Hmmm, that's odd. Here's how I did it:
1. Opened the return in Forms View.
2. Selected the 1099-R at issue from the left-hand list of forms, which opened the 1099-R form itself.
3. Scrolled down past the actual 1099-R data fields to what I'm guessing is page 2 of the form, which has separate sections for inherited IRA, insurance, Qualified Charitable Distribution and RMD data.
4. In the QCD section, I entered the total amount of QCDs for the year as a lump sum in the data block provided.
The software immediately recalculated my federal refund in the window at the top of the page.
‎January 31, 2021
11:34 AM