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Retirement tax questions
The QCD was accounted for properly when one of the on-line help people gave me access to the actual 1040 form the web app was creating. Apparently there's no way to confirm that while filling out the form information. One has to trust the programming. Again on the income summary the full RMD was displayed as taxable income with no recognition of the QCD. The reduction of taxable income was just not confirmible. Now I'm trying to file and can't retrieve my completed forms or print them. Big delay. Not sure why that is.
‎February 28, 2022
8:05 PM