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Retirement tax questions
Just to make sure, do you see the QCD question on the Uncommon Situations screen directly after you input the 1099R? Secondly, are you using TurboTax Desktop? If you are using Desktop, you would need to go into Forms mode then edit the 1099R by scrolling down the screen till you see the QCD questions. How are you answering the questions on the RMD screens? Are you indicating a portion of the withdrawal is RMD since you are taking the QCD?
‎February 11, 2021
3:55 PM