On which 1099-R line number(s) do I make a change to ESTIMATE a QCD's impact on my next year's taxes? (this is a follow-up to the answer to my original question)

[SteamTrain · Accepted solution]

IF you are using desktop , make sure you use a COPY of your actual 2018 tax form..don't touch the original unless you are using the What-IF worksheet.

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On the What-IF worksheet, copy column 1 into column 2....check the "2019" box just above the Filing Status line.

........then you reduce line 15b of the "worksheet" by the amount you plan to contribute as a QCD from an IRA (a QCD can only come from an IRA).

Then scroll down to line 74 (of the what-if worksheet) to see the effect