BillM223
Expert Alumni

Retirement tax questions

jane-bernstein

 

Did you see the screen that VolvoGirl showed in her response? And did just one of the 1099-Rs have the QCD, and was the QCD amount equal to the entire distribution (box 1) on that 1099-R?

 

And were the other 1099-Rs all (or some) IRA distributions? Or did the amounts show up on line 5a and 5b?

 

As you can see, without the numbers (even approximations) we are working in the dark.

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