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Is it OK to enter an excess QCD amount in the 2024 Turbotax Deluxe (desktop) Forms Mode when QCDs from a conventional IRA exceed the RMD?
There appears to be an appropriate place to do so, namely line B of the “RMD Excess Accumulation Worksheet” past the middle of Form 1099-R. However, values entered there manually are display in bright red characters.
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April 12, 2025
5:50 PM