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Retirement tax questions
You have to enter the Form 1099-R and you have to select IRA/SEP/SIMPLE and the code in box 7 should be a 7 and you have to be age 70 1/2 or older.
After you have completed the Form 1099-R entry there will be a series of screens asking questions. One of the screens Do any of these situations apply to you? check the box I transferred all or part of this money directly to charity
March 22, 2025
2:23 PM