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Retirement tax questions
Are you age 70 1/2 or older? Is the distribution on the Form 1099-R from an IRA? If so, did you click on the box IRA/SEP/SIMPLE? If so, then after you have entered the 1099-R there will be a series of screens where one will ask Do any of these situations apply to you? You should have selected I transferred all or part of this money directly to charity
Did you do this?
‎February 22, 2025
4:21 PM