jerry
Level 7
12-17-2025
04:10 PM
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The IRS has introduced a distribution Code Y to indicate a QCD (and then in October made it non-mandatory, but still available).
Nevertheless, I don't see it in the Screen 13.1 dropdown for box 7.
Does anyone know if Lacerte plans to add this? And will it be a primary code (like Y) or secondary code (like 7Y)?
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