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Taxes-by-Rocky
Level 7
January 14, 2025
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Client Analyzer Queries - Reinstate Age 70 1/2 for QCDs

Related products:ProSeries
  • January 14, 2025
  • 0 replies
  • 3 views

In light of the relatively 'high' standard deduction (as well as the eligibility for QCDs to count as RMDs for those already distributing), can you please reinstate the query to identify clients turning age 70 1/2 while retaining the query for RMDs at age 73 as well?

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