BillM223
Expert Alumni

State tax filing

In the screens following your entry of the 1099-R for the distribution from your IRS, you will be asked about your RMD - just answer "all" or "some" or "none" whatever the case may be - and then you will be asked if all or some or none of the distribution was transferred to a charity.

 

If you answer "some", then TurboTax will ask you how much was transferred to a charity. The amount transferred to the charity (the Qualified Charitable Distribution, or QCD) will be not be added to line 4b (i.e., not taxable). 

 

Note that the QCD does not appear on Schedule A as a normal contribution, and you should not enter the charity under itemized deductions (unless you happened to have donated other good or money to the charity).

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