After you enter your 1099-R, TurboTax will ask you follow-up questions. You will select that your distribution was transferred directly to a charity on the Do any of these situations apply to you? Screen.
If you've already entered your 1099-R, go back and delete the 1099-R that was a QCD and re-enter it. Also, check your birthdate under the My Info Section to ensure that your correct birthyear is entered since you must be 70 & 1/2 or older to make a Qualified Charitable Donation (QCD).
Refer to the TurboTax Help article Where do I enter my 1099-R? for navigation instructions.
The full amount of the distribution reported on your Form 1099-R will be on line 4a (IRA Distributions) of your Form 1040 or 1040-SR. The taxable amount reported on Line 4b will be the total distribution less the QCD amount and will have "QCD" entered next to it.
Refer to the TurboTax Help article What is a Qualified Charitable Distribution? for more information.
Estimated tax payments that you paid towards your 2025 federal or state taxes will be entered in the Deductions & Credits Section of TurboTax. Follow the instructions below for TurboTax Online:
- Go to the Deductions & Credits Section
- Select Estimates and Other Income Taxes Paid
- Select Start under estimated tax payments
- Select Start next to the type of estimated tax payments that you made.
For TurboTax Desktop:
For TurboTax Desktop:
- Go to Federal Taxes
- Go to Deductions & Credits
- Select Estimates and Other Taxes Paid
- Select Start or Revisit next to the type of estimated tax payment you'd like to enter under Estimated Tax Payments.
Refer to the TurboTax Help article Where do I enter my estimated tax payments? for detailed instructions.
[Edited 02/22/26| 8:58pm PST]
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