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