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Retirement tax questions
If you are looking at a summary screen or review screen those show the full amount as income and lump a lot of stuff together. You need to check the actual 1040 form and make sure it's right. For a QCD, check 1040 line 4b. It should be 0 (unless you have other taxable 1099Rs) and QCD written by it.
‎April 3, 2024
1:01 PM