@airedalejohn wrote:
Have the same issue.,.. Part of my gross distribution last year on my 1099-R was a non-taxable qualified charitable distribution.
Although I meet the QCD criteria (age, #7 distribution code and IRA/SEP/SIMPLE box checked), I cannot get the program to ask me if I've made a QCD. Frustrating. Had a discussion with macuser_22 but problem not resolved. Is this an ongoing issue?
@airedalejohn See my last post in that thread. The bug seems to be that TT is using age 71 1/2 and not 70 1/2. Since your DOB is 11/1949 that is less the 71/1/2 so TT is not allowing it. The workaround is to temporarily change your DOB to 1948, delete the 1099-R and re-enter to get the question and finish the 1099-R, then change the DOB back to the correct year. Nothing other than the QCD will go on the tax return.
**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.**
