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Retirement tax questions
Please follow these steps to enter your 1099-R and QCD:
- Login to your TurboTax Account
- Click on the Search box on the top and type “1099-R”
- Click on “Jump to 1099-R” and enter your 1099-R
- Continue until the "Do any of these situations apply to you?" screen and select "I transferred all or part of this money directly to charity"
- Continue through the questions
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March 6, 2021
11:37 AM