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Retirement tax questions
It works, and you will probably get an IRS notice near the end of the year for your manual adjustment of the form since it won't have properly reported this as a QCD on your return. Make sure your records of theQCD are easy to find so you can reply to that notice. Or amend the return when you can - your way won't report it properly and the IRS does notice.
January 29, 2023
4:54 PM