topic Feedback: desktop Ttax 2022: Last couple yrs both wife and I made charitable dirstribs f/ IRAs. This year only the first account presents QCD screens. Please fix?. in Deductions & credits

Feedback: desktop Ttax 2022: Last couple yrs both wife and I made charitable dirstribs f/ IRAs. This year only the first account presents QCD screens. Please fix?.

DonInOR — Tue, 10 Mar 2026 07:25:52 GMT

Re: Feedback: desktop Ttax 2022: Last couple yrs both wife and I made charitable dirstribs f/ IRAs. This year only the first account presents QCD screens. Please fix?.

NCperson — Thu, 08 Dec 2022 18:50:57 GMT

@DonInOR - this early in the tax season, TT tends to have bugs. if you look at the form itself, does it state 'do not file' in the upper right, or is there an error indicator for that form? that means TT is stating it is not final; no need for alarm or report bugs until they say 'its final'.

Re: Feedback: desktop Ttax 2022: Last couple yrs both wife and I made charitable dirstribs f/ IRAs. This year only the first account presents QCD screens. Please fix?.

VolvoGirl — Thu, 08 Dec 2022 18:59:05 GMT

Have you got the 1099Rs yet? Make sure you are entering each one for the right person. Or you entered the wrong code in box 7. Wait for the 1099R forms.

Re: Feedback: desktop Ttax 2022: Last couple yrs both wife and I made charitable dirstribs f/ IRAs. This year only the first account presents QCD screens. Please fix?.

SteamTrain — Thu, 08 Dec 2022 20:20:51 GMT

and...of course...make absolutely sure the "IRA/SEP/SIMPLE" box is checked "near" the box 7 code too.

Re: Feedback: desktop Ttax 2022: Last couple yrs both wife and I made charitable dirstribs f/ IRAs. This year only the first account presents QCD screens. Please fix?.

DonInOR — Thu, 08 Dec 2022 20:50:36 GMT

Never tried to print/view, just knew the QCD questions did not come up on wife as my own account. If I recall last year I had to make wife a year older to do get to QCDs ... because Trump's tax plan deferred RMDs for her age bracket but that did not preclude making charitable distribs. I tried that trick this just now and the QCD questions still did not come up for her. I did stop and reenter TT to make sure new personal data took. There will have to be a work-around or I'll cease using TT since the QCDs are large..... Best to all users here! Don

Re: Feedback: desktop Ttax 2022: Last couple yrs both wife and I made charitable dirstribs f/ IRAs. This year only the first account presents QCD screens. Please fix?.

DonInOR — Thu, 08 Dec 2022 21:27:11 GMT

No it is December so no 1099 yet, but her account only has one transaction so I know what the 1099 will look like.....

Re: Feedback: desktop Ttax 2022: Last couple yrs both wife and I made charitable dirstribs f/ IRAs. This year only the first account presents QCD screens. Please fix?.

DonInOR — Thu, 08 Dec 2022 21:32:32 GMT

BINGO! This was a "new acct" so entered for first time and missed the IRA/SEMPLE box, did that and QCD questions appeared. There cheers for your hint! Don

Re: Feedback: desktop Ttax 2022: Last couple yrs both wife and I made charitable dirstribs f/ IRAs. This year only the first account presents QCD screens. Please fix?.

VolvoGirl — Thu, 08 Dec 2022 21:43:10 GMT

How old is your wife? She can't make a QCD unless she is the right age and has to take a RMD. @dmertz

Re: Feedback: desktop Ttax 2022: Last couple yrs both wife and I made charitable dirstribs f/ IRAs. This year only the first account presents QCD screens. Please fix?.

NCperson — Thu, 08 Dec 2022 22:56:47 GMT

@VolvoGirl - QCD is 70.5 and RMD is 72 per Secure ACt...so you can do a QCD even if there is no RMD.

Re: Feedback: desktop Ttax 2022: Last couple yrs both wife and I made charitable dirstribs f/ IRAs. This year only the first account presents QCD screens. Please fix?.

VolvoGirl — Thu, 08 Dec 2022 23:25:32 GMT

Oh good. Then I can make a QCD in June when I am 70 1/2. That's good to know.