fishing4fun
Returning Member

Retirement tax questions

CAUTION the workaround may not work.  In my case, the QCD workaround for my IRA QCD withdrawal became my taxable amount, my other IRA withdrawal was ignored and my wife's (she is older in does not fall into the TurboTax error) QCD IRA was ignored as well.   Prior to attempting the workaround, TurboTax recognized all three withdrawals, treated my wife's QCD accurately, included my normal IRA withdrawal, but of course, did not allow my QCD because of the error.  Best on my experience, I would not recommend the workaround.