Walt_Polley
Returning Member

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.