- Mark as New
- Bookmark
- Subscribe
- Subscribe to RSS Feed
- Permalink
- Report Inappropriate Content
Retirement tax questions
YES!
Checking the IRA/SEP/SIMPLE box was the answer. Thank you!
My wife was definitely over 70 at the time of the QCD, so that wasn't a problem.
This clears the whole thing up. I always record solutions like this so that it won't be an issue in a subsequent year's tax preparation.
I've noted that I also had to fill out a 1099-R on TurboTax for a Roth IRA conversion. In that case, I absolutely could NOT check that IRA/SEP/SIMPLE box. If I did, then the amount of the conversion would turn red, and I couldn't submit the form for e-filing. If it was left unchecked, everything was fine.
Thanks very much for your help with this, dmertz.
Pete Bush
March 14, 2023
10:30 AM