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Retirement tax questions
@VolvoGirl @bruce-carr49 per the draft form issued by the IRS, the QCD will be coded with a "Y" in Box 7.
https://www.irs.gov/pub/irs-dft/f1099r--dft.pdf
see page 9.
I suspect that TT and other software packages will program the software to correctly report the taxable income once they see the "code Y".
a week ago