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Retirement tax questions
I am not sure my reply sent in response to your posting is accurate. I will try again. I have not made any contributions to my IRA in years. A small portion of the contributions I made years ago are non-deductible. In 2021, I first took all of my MRDs. Thereafter, I wrote 3 checks from my IRA to charities that qualify as QCDs. However, the 1099-R from my custodian does not include the amount of these 3 checks. I am 83, so I am able to make QCDs. How do I handle this in Turbo Tax Premier for Mac? Should I just add the QCD amount to the gross amount reported on my 1099-R and then indicate that portion is QCDs?
March 4, 2022
9:16 AM