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Retirement tax questions
Thank you for the update.
I tried a workaround...
I went back to Personal Info and changed my birth date so I would appear to be 72.
I deleted Form 1099-R; Then created a new one with same information.
This worked... I was able to get to the right questions about RMD and QCD and amounts.
I checked NO RMD; Part of distribution went charity (QCD); Entered $amount... continue...
Then I went back and changed my birth date so I'm young 71 again. 🙂
I checked through forms at my correct age and everything looks good.
* I still prefer having TT fix it. 🙂
‎February 12, 2021
10:01 AM