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fishing4fun
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  • Another test, I rearranged the order in which I entered my 1099R. I put mine ahead of my spouse's. Line 4b is now correct! Spooky!
    fishing4fun
    1
    Updated Feb 25, 2021
  • One more piece of information. As a test, I checked the box that my IRA distribution was for my spouse. Line 4b is correct!
    fishing4fun
    2
    Updated Feb 25, 2021
  • Thanks. After trying everything recommended, I still get a strange result. Background: I have wife's IRA RMD with a QCD and a beneficiary IRA RMD with no QCD. W...
    fishing4fun
    4
    Updated Feb 25, 2021
  • Thanks for the feedback. I have tried all of your recommendations. Nevertheless, the problem still persists. Although I can trick TurboTax into accepting my QCD...
    fishing4fun
    8
    Updated Feb 25, 2021
  • CAUTION the workaround may not work. In my case, the QCD workaround for my IRA QCD withdrawal became my taxable amount, my other IRA withdrawal was ignored and ...
    fishing4fun
    11
    Updated Feb 25, 2021
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