sjrcpa
Level 15

Every year a couple of my clients get letters from IRS saying they didn't report their 1099-R IRA distributions. Even though they were QCDs and the return showed as such. One poor lady has gotten letters for 4 or 5 years.

A response to IRS with charitable contribution from IRA eventually clears it up.

And I don't use ProSeries.


The more I know the more I don’t know.