TurboTax

File with experts
File your taxes
Experts at your fingertips

An expert helps with your taxes, or does them for you
TurboTax Expert Full Service

TurboTax Expert Assist

TurboTax Self-Employed
Prior year taxes
File myself
File myself
Do it yourself

We'll guide you step-by-step
TurboTax Do It Yourself

TurboTax Self-Employed

TurboTax Desktop
TurboTax Free

Activate your product

Prior year taxes
Business
Business
Business taxes

Get your T2 corporate return done right, your way
TurboTax Business

TurboTax Business Desktop
Tax situations
Tax situations
Tax situations

Find extra guidance for your big life moves
For investors

For 25 and younger

For self-employed

For new to Canada

For life changes
Resources
Resources
Resources

Explore tax tools, get tips, and read reviews
Personal income tax calculator

RRSP savings calculator

Learning hub

TurboTax support (FAQ)

TurboTax community
Pricing

Level 1

Question

qcd's

Forum|Forum|4 years ago
March 3, 2022
1 reply
3 views

How can I stipulate a qcd on a 1040 sr tax return? It should be on line 4b?

I will need to ammend my return.

Level 15

TurboTax will place the Qualified Charitable Distribution code on the correct line if you tell TurboTax you transferred an IRA distribution from a 1099-R directly into a charity.

Type 1099-r in Search in the top right
Select Jump to 1099-r
Review the 1099-R you entered or Add a 1099-R
Continue through the screens until you see Do any of these situations apply to you?
Select I transferred all or part of this money directly to charity
Answer the RMD question
On How much did xxx transfer directly to charity? enter the amount of your QCD

For more info: IRA FAQs - Distributions (Withdrawals)

**Say "Thanks" by clicking the thumb icon in a post. **Mark the post that answers your question by clicking on "Mark as Best Answer"

Level 15

If there is an issues with your QCD, IRS will contact you.

You can explain at that time.