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Retirement tax questions
Took me a while, but finally figured it out. Company sent me two 1099-R forms, one for my QCD and another for my regular withdrawls. I tried incorportaing them as TWO 1099-R forms, one for QCD and one for regular withdrawals. I needed to combine the two into one form (adding together all the appropriate amounts) and then inputting the COMBINED 1099-R into turbo tax.
a month ago