DanaB27
Expert Alumni

Get your taxes done using TurboTax

For TurboTax to ask if any portion of your distribution was transferred to charity, your wife's birthdate entered into TurboTax must indicate that she was at least age 70½ by the end of the tax year, the Form 1099-R must have code 7, and the IRA/SEP/SIMPLE box must be marked.

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