2013 QCD issue with HR Block at Home

Mar 29, 2015 3 Replies

I filed 2013 using HR Block at home software. My return included two QCD's from our IRAs.



I just got a notice from the IRS essentially saying that I had not reported all my IRA distribution! The difference is the QCD amounts.



When I look at the 1040 that HR Block shows, they put the full amount in a box next to the taxable amount, put the lesser in the taxible box, and had the note QCD on that line.



I suspect that this didn't get to the IRS via efile.



Has anyone else seen this with HR Block or other efile software?



I've sent off documentation to the IRS. Time will tell how much of a problem this turns out to be.


Was there a Code "F" in Box 7 of the 1099-R and did you enter the code "F" into the Box 7 field in the software? If yes, then the problem is with the software.

Alan

A QCD is normally shown as code 7.

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