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For some reason, I do not see these screens after entering the RMD.
@RelaxAtHume wrote:
For some reason, I do not see these screens after entering the RMD.
Is the IRA/SEP/SIMPLE box checked on your 1099-R?
Are you using the online or desktop version?
Yes, the box is checked and I am using the desktop version.
I saw another post that recommended change my birthdate in personal info so that I could see the boxes to make the entry, and then changed my birthdate back. But when I try to file the return, TurboTax brings me back to that entry for QCD on the 1099-R and won't let me submit the return!!
I should clarify that I inherited the IRA from my mother who was born in 1921, so its my understanding that the RMD to QCD should qualify, even though I am personally just under 70 1/2.
To do a QCD from an inherited IRA you, the beneficiary, must be 70 ½ or older. That's the reason you are not seeing the screens pertaining to a QCD in TurboTax.
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