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Retirement tax questions
As JohnB5677 mentioned, to qualify: You must be 70 1/2 or older to make a QCD. A QCD can be made when you reach the age of 70 1/2, even if you're not subject to RMDs until the age of 72 or 73. The questions will only show up in TurboTax if you qualify.
For more information check: TurboTax Help Article
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March 6, 2024
4:20 PM