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Retirement tax questions
My birthdate is 1941.
Made a QCD from Fidelity of $12K. Then I get a 1099 R from Fidelity that the $12K is taxable & shows up as income. How do I nullify this income because of the QCD? (Fidelity will not re-issue a 1099R stating the $12K is not taxable.)
‎February 26, 2024
10:45 PM