Retirement tax questions

There is a flaw, and it's been reported but not corrected as far as I know.  If you're using the CD or download version, go to Forms view and navigate down to the appropriate 1099-R worksheet.  Open the form and enter the total QCD amount in the QCD block of the worksheet.  This will decrement the QCD distribution amount  from the taxable IRA distribution amount in block 4b of the 1040SR and put a "QCD" annotation on that line of the 1040SR.

 

I hear tell that if you're using the online version of the software, you need to change your date of birth a couple of years back to get the software to take you through the RMD and QCD routine - since the tax code changed to increase the RMD age to 72.  Once you get the data entered, you change your DOB back to the correct date