herrickmd
New Member

Retirement tax questions

This is still an issue in 2020 for 2019 taxes. After an hour with support, they told me it "wasn't a product problem" and that I would have to pay an additional $70 to talk to a tax professional. They refused to accept it or report it as a bug. I managed to get around the bug by setting my own birth date prior to 1947 under info, add the QCD under the 1099, then change my birth date back. It kept the QCD but refused to let me efile because I had an "error". So, I'm stuck with filing by mail. Thank you dmertz for pointing me in the right direction