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Retirement tax questions
Turbo Tax has still NOT fixed this bug in their software, and I am not using it until they do. Line 4a should have your IRA distributions (from 1099-R), say $82000, and line 4b should have that amount minus your QCD, say $70000. And next to "4b" you should write (or TurboTax should enter) the notation "QCD". That is what I have done, and what I have seen in various instructions re QCD.
‎February 27, 2024
2:58 AM