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Level 2
December 24, 2021
Question

2021 TTX QCD entry

  • December 24, 2021
  • 2 replies
  • 0 views

I know we're over a month away from filing, but the QCD question does not come up in TTX 2021 for those who turned 70.5 in 2021 when filling out the 1099-R for an IRA. I can change my birth year to 1950 and the QCD question comes up, but for 1951 it will not. Have QCD rules changed or is this a TTX glitch? I just received an Email that Form 1040 was ready to file.

    2 replies

    Hal_Al
    Level 15
    Level 15
    December 24, 2021

    This was a glitch on the 2020 software.  I don't know if it was fixed (I've sent an inquiry to TT and will give you an update if I hear back).

     

    See the 2020 workaround at: https://ttlc.intuit.com/community/retirement/discussion/re-if-you-are-referring-to-making-a-qualified-charitable-dis/01/1836867#M118160

    lgabb1Author
    Level 2
    December 24, 2021

    Thanks. Looks like the 2020 software was fixed as I just ran it and put 1950 as my birth year and it asked the QCD question. Apparently, TT hasn't updated the QCD eligibility date for 2021.

    SuziM
    Level 10
    December 28, 2021

    Thanks for bringing this to our attention; we would like to investigate this issue further.  If you’re willing, we would like to ask if you could provide a Diagnostic File of your return.  This copy will be purged of all personally identifiable information.  If you are willing, please follow the instructions provided below to get us the information we need. 

     

    • TurboTax Online 
    1.  Sign-in to your online account. ​ 
    2. Click on “Tax Tools” to the left hand side of the screen. ​ 
    3. A drop-down will appear. Click on “Share My File With Agent”. ​ 
    4. This will generate a message that a diagnostic copy will be created. Click “OK”.  The tax file will then be sanitized and sent to us. This action will generate a Token Number  
    5. Please respond directly to this message and provide the Token Number that was generated.  

     

    • TurboTax Desktop 
    1. Open your return. ​ 
    2. Click “Online” and select "Send Tax File to Agent". ​ 
    3. This will generate a message that a diagnostic copy will be created. Click “OK”. The tax file will then be sanitized and sent to us. This action will generate a Token Number  
    4. Please respond directly to this message and provide the Token Number that was generated.  

     

    Once we have that Token Number, we can verify what steps need to be taken. Thanks for your help!

    lgabb1Author
    Level 2
    December 30, 2021

    Token # 894591

    SuziM
    Level 10
    December 30, 2021

    Thank you for providing that! We'll look into this further, however there may be a delay with turnaround time do to the holiday.