IRA QCD posting

Mikedonna
Mikedonna Member Posts: 1 Newcomer
edited January 27 in Filing my taxes

only one of our two QCD entries is posting on the IRA distribution line. The other one is included on the pension line. Will this cause an issue?

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  • MatthewD
    MatthewD FreeTaxUSA Team Posts: 409

    Hello,

    Based on the information you provided, you did not check the IRA/SEP/SIMPLE box on the 1099-R form when you entered it. Please go back to your account and correct that. A QCD must be done with an IRA.

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