Thank you for advising that you got it to work. I had tried multiple times and did not get the QCD question. After reading your info I deleted all 1099's, chang...
This information is not applicable for 2020 tax returns. The IRS suspended the RMD for 2020 for those born between July 1, 1949 and sometime in 1950. But they a...
If I purchase the CD or download version to provide the ability of entering the QCD amount directly on the 1099-R form, in which box would I enter the QCD amoun...
This workaround does not work. I changed my birthdate to before July 1, 1949 and am then asked the question, how much of the IRA distribution is an RMD. When I ...