@airedalejohn wrote:
My question page does not have that specific question. The other six lines are there though. Did I miss something? Also, I did not get a question asking if this 1099-R was related to an RMD. Is this pertinent?
The RMD age was changed to 72 by a tax law but the QCD is still 70 /1/2 or older.
Is the IRA/SEP/SIMPLE box checked on your 1099-R? Only IRA's can have a QCD.
Check the personal information section n to be sure your DOB is 1950 for age 71.
**Disclaimer: This post is for discussion purposes only and is NOT tax advice. The author takes no responsibility for the accuracy of any information in this post.**
