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Retirement tax questions
I talked to 2 Turbo Tax employees last week. They both came on to my screen could not solve my situation after lengthy efforts . One 34 year tax expert told me that this is the first time she had ever been stumped and profusely apologized. I made a 3rd appointment for March 1st to talk to someone else at Turbo-Tax. I made a QCD (Qualified Charitable Distribution) from my Vanguard IRA in 2020 as I turned 70 1/2 last year. My 1099-R shows my entire 2020 distribution as taxable. It does not break-out my $3000 QCD, which was a check made out directly to a charity, as non taxable. Otherwise, 1099-R box 2b says taxable amount not determined, box 7 says code #7 and the IRA/SEP/Simple box is checked. My birth date (5/31/1950) is correct in MY Info. As I work my way through the Turbo-Tax 1099-R questions, I am never asked if any portion of my distribution was a QCD. The uncommon Situation questions do not ask if any portion of my distribution went to charity. Can you help me??