Yes, married. Spouse is not under 70 1/2, and yes to boxes checked. And yes, 1099-R is assigned to me. I learned from Schwab that they do not differentiate nor ...

Also, I am using the web version of TurboTax, not sure if it configures any differently from the local app loaded to a pc.

Thanks. - yes, over 70 1/2, and box 7 has the 7 distribution code, and 2b has the box checked for 'taxable amount not determined'. The questions that you mentio...

After entering the 1099-R info, I did not get the questions shown on this message that allow me to account for the QCD. My distribution from one IRA included bo...