Regarding QCD bugs:
In Feb 2021 dmertz (you) said:
"
For those with a birthdate between July 1, 1949 and June 30, 1950, 2020 TurboTax presently (now version R19) has a bug the prevents it from asking the necessary question regarding transfer of the distribution to charity. As a workaround for this, with the CD/download version you can provide the QCD-amount information on the 1099-R in forms mode or in any version of TurboTax you can temporarily change your birthdate in TurboTax to something before July 1, 1949, edit the 1099-R form in TurboTax and answer the question asking how much was transferred to charity, then change your birthdate back in TurboTax back to your actual birthdate." |
