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Retirement tax questions
Since you are only permitted to make a QCD if you have reached age 70½, TurboTax will only ask about having the distribution paid to a charity if your date of birth entered into 2018 TurboTax indicates that you were age 70½ or over in 2018. Also, TurboTax will only ask about this if the distribution is from an IRA. RMDs from other types of accounts (IRA/SEP/SIMPLE box not marked) are not eligible for QCD treatment.
October 8, 2019
11:41 AM