Anonymous
Not applicable

Retirement tax questions

MarilynG1, I don't understand why you've mentioned 2020 distributions. The original poster did not mention that year, so I assume the question was regarding 2021 distributions.

 

I am very disappointed the TurboTax does not even give a clue regarding the need to reduce the amount of the QCD when a previous IRA contribution has been done. (I wonder if "guaranteed accuracy" would cover that omission if the IRS catches it on a return. Or do "calculation errors" cover only arithmetic?)