sjrcpa
Level 15
02-08-2025
04:09 PM
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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.