Retirement tax questions

Double check the personal information section to be sure there was not a typo on your DOB.

 

The only three things that can prevent that question  is an incorrect DOB, the IRA box not checked, or a box 7 code that is not eligible for QCD's.

**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.**