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Missing Information for a QCD on Form 5329
Form 5329 should include information on qualified charitable donations (QCDs) from an IRA. Although Line 4a on my 1040 shows a difference between the RMD amount and the taxable amount due to a QCD, the QCD information is not transferred to Form 5329. As a result, Turbotax shows incorrectly that I need to pay tax on the QCD amount. This problem did not occur in TT 2023. It needs to be fixed for TT 2024.
yesterday