susan92118
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Yes -- there is a 4 in box 7. It then asks if this is an inherited IRA, so I marked this yes. And then asks information on my moms age, but doesn't give me the ...
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I don't get the option for QCD if I use my actual birthdate. If I change my Bday so older than 70 1/2 I have the option, but not if I use my actual birthdate wh...
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No-- this is from an inherited IRA from my mom who passed last year. She was >80, but I am only 62. Since the 10 year rule applies for inherited IRA's, my plan ...
Activity Feed for susan92118
- Posted Re: No option for QCD form 1099-R on Retirement tax questions. February 22, 2025 4:59 PM
- Posted Re: No option for QCD form 1099-R on Retirement tax questions. February 22, 2025 4:32 PM
- Posted Re: No option for QCD form 1099-R on Retirement tax questions. February 22, 2025 4:26 PM
- Posted No option for QCD form 1099-R on Retirement tax questions. February 22, 2025 4:13 PM