dmertz
Level 15

Retirement tax questions

The "follow-up" is the set of questions TurboTax asks after you click the Continue button on the 1099-R entry page.

 

TurboTax only asks the QCD question if the recipient was age 70½ or over during the tax year and the distribution was a regular distribution from a traditional IRA (indicated by code 7 in box 7 and the IRA/SEP/SIMPLE box marked).