Get Started with our free QCD Explorer™
OK, you qualify for the QCD and now you’re ready to see if it can save you money on your taxes. The beauty of QCDNow™ is that you can now make that determination yourself, from the comfort of your easy chair, without setting an appointment to consult with your tax or financial adviser (often on billable time).
We’ve broken the process down into three easy steps for you which, more often than not, can occur over the course of weeks if not months: Plan, Transact, and Report, hence the “PTR” acronym.
We suggest you start with our free QCD Explorer™, enter your figures, and marvel at the results. Your financial situation may be simple enough that our free QCD Explorer™ will provide sufficient results for you to proceed with your QCD strategy without further assistance, i.e. without upgrading to our $44.95 QCD Navigator™ or our $99.95 QCD Pro™. Please keep in mind, however, that although your financial situation may seem simple at first glance, your free QCD Explorer™ results may be so favorable for you that it would be prudent for you to upgrade and ensure that your QCD strategy is verified and supported throughout the three-step PTR process. Here’s a chart comparing the features and benefits of our three options:
QCD Navigator™
Complete PTR For DIYers- Web-Based, View With Any Modern Browser
- Additional Income & Deduction Fields for Greater Accuracy
- All Filing Statuses
- Child Tax Credit/Other Dependent Credit
- Separate Income Fields for Joint Filers
- Adjustments Fields
- Itemized Deductions
- Save your data to your local hard drive
- Integrated RMD & Basis Calculators
- Special Alert When Approaching Medicare Premium Savings Zone
- State Tax savings estimate
- Print, email, download a Summary Report of your results
- Edit, print, download a QCD Request letter for your IRA Custodian
- See Your QCD Reported on a 2020 IRS Form 1040 Pg2
- Receive a MS Excel export file with all your entries
- Video Tutorial for DIY Online Tax Filers
- Priority Email Support
- Upgrade to QCDPro for just the $55.00 price difference
- Enjoy Premium SECURE Act IRA|QCD Planning Articles excerpted from QCDNow-authored book
- Expires May 1, 2021
- Screenshots: 1 2 3 4
- Navigator F.A.Q.
Free QCD Explorer™
See The Possible- Web-Based, View With Any Modern Browser
- Simple and User-Friendly
- Single or Joint Filing Status with No Dependents
- Basic Income Fields
- No Adjustments
- Standard Deduction
- Medicare Premium Savings Indicator
- State Tax savings estimate
- Enjoy 90 consecutive days of free access between now and May 1, 2021
- Screenshots: 1 2
- Explorer F.A.Q.
QCD Pro™
Professionally Assisted PTR- The most comprehensive and accurate assessment of your QCD strategy
- Best option for complex IRA/Tax scenarios beyond the scope of web-based options
- IRS-registered tax professional performing your QCD savings analysis
- Submit your 2019 tax return as a guide or fax/email/upload entirely new information
- Most PTR Pro results within five business days
- Tax professional support throughout the three-step PTR process
- Confer with your tax professional by phone/fax/email/PM/secure portal
- The most accurate State tax savings results
- Includes PDF-Format Summary Report
- Generate up to three PDF-Format QCD Request Letters for IRA Custodian
- See Your QCD Reported on a 2020 IRS Form 1040 Pg2
- Video Tutorial for DIY Online Tax Filers
- Enjoy Premium SECURE Act IRA|QCD Planning Articles excerpted from QCDNow-authored book
- Expires May 1, 2021
- Pro F.A.Q.