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Retirement tax questions
Actually, before I read your answer, I checked last years program and discovered that I did indeed enter the total 1099-R charity donations, and the 1040 had the total IRA distributions on line 4a, and the taxable amount on line 4b. The 1040has "QCD" by the line 4b box.
I also re-opened last year's input screen to be sure the charity and donations had the total donation amount correct, not just the amount without the direct donation from the IRA.
March 9, 2023
8:31 PM