The glitch in TT in this regard with my situation (and others Im sure) is this; I am not 72. However, I am the owner of a beneficial IRA account that requires me to take RMDs each year since the original holder was way past 72 and had been taking RDMs for years.
Both my financial advisor and tax advisor told me that I could make QCD with those RMDs and I have done so for the past 3 years.
Quicken's test is just my age. If I am not 72, then I can not be asked the QCD questions. The only way for me to do it is to take them, and since they show as a fault, I have to print and mail my returns. A giant pain and slow.
Has this glitch been fixed for 2023?
