Get your taxes done using TurboTax

MayaD, I appreciate your response, however it doesn't resolve my problem. I'll try to be more clear:

on the 1099R form there are selections, #1-9, then alphabetical selections A-W, F being listed as Charitable Gift Annuity. None of the selections specify a CRT. Since they are distinctly different and there is no option to select the correct identification , a CRT for the total amount of the RMA, what does one do?

Also line 2 a "taxable amount" and 2 b"taxable amount not determined"are "not checked" and I'm reminded of this as I proceed through the pages to complete the form.

Line 7 "IRA/SEP/Simple" is not selected on the 1099R I received from Fidelity.

Going through the pages following the 1099Form do not mention QCD anywhere.

Please clarify.

Thank you,

Carolyn