Get your taxes done using TurboTax

Please follow these instructions for TurboTax Desktop:

1. Click on "Search" on the top right and type “1099-R”
2. Click on “Jump to 1099-R” and enter your 1099-R that you used for QCD
3. On the "Required Minimum Distribution" screen enter RMD for this account
4. On the "How much of This Distribution Applied to your December 31, 2024 RMD" select "Some of this distribution…" and enter the RMD amount that was applied towards the RMD 
5. Answer the "Transfer to Charity Screen" and continue through the questions
6. On the "Review your 1099-R info" screen add your other Form 1099-Rs and answer the RMD questions as mentioned in steps 3 and 4. 
7. After entering all Form 1099-Rs click "Continue"
8. On the "Did You Miss a Required Distribution From Any Retirement Accounts?" screen select "An IRA..."
9. On the "Total RMD for all other IRAs" screen enter the RMD from your other IRAs (where you didn't take a distribution from).

In TurboTax Online:

1. Login to your TurboTax Account 
2. Click on "Search" on the top right and type “1099-R”
3. Click on “Jump to 1099-R” and enter your 1099-R for QCD
4. On the "Do any of these situations apply to you?" screen select "I transferred all or part of this money directly to charity"
5. Continue until "How much of the $XXXXX was a RMD?" screen and select "Only part of this distribution was a RMD" and enter the amount of RMD.
6. Enter the RMD amount for this account on the "Let's get more information about your Required Minimum Distribution (RMD)" screen
7. Enter how much your transferred to charity and continue through the questions
8. On the "Review your 1099-R info" screen add your other Form 1099-Rs and answer the RMD questions as mentioned in steps 5 and 6.
9. After entering all Form 1099-Rs click "Continue"
10. On the "Did You Miss a Required Distribution From Any Retirement Accounts?" screen select "An IRA..."
11. On the "Total RMD for all other IRAs" screen enter the RMD from your other IRAs (where you didn't take a distribution from).