BillG2 ✭✭

RMDs and QCDs are tricky. Errors are easy to make because the IRS forms are misleading. Help from Quicken on at least reporting what was and was not done would be very helpful.

I've now used the workaround described in the links in Jim_Harman's initial post in this thread. They make it so tax reporting at least hints to the tax preparer that QCDs are used. But now it seems …