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Level 1
February 5, 2026
Question

QCD

  • February 5, 2026
  • 2 replies
  • 12 views

Where do I input my qualified charitable deduction from my IRA on the turbo tax form when my Brokerage doesn't include it on the 1099R

    2 replies

    DoninGA
    Level 15
    Level 15
    February 5, 2026

    After you complete entry of the Form 1099-R there will be a series of screens.  One of these will ask you to indicate that there is QCD.  Another will ask you the amount of the QCD.

    VolvoGirl
    Level 15
    February 5, 2026

    After you enter form 1099-R, if you have entered a birth date which makes you older than 70 1/2 in the tax year, TurboTax will ask you if any portion of your distribution was transferred to charity. You can then enter the amount transferred to charity.  So be sure to keep going through all the follow up pages and questions.