I hate to ask but were you both 70 1/2 last year? Hmmn, I guess you were if you got the RMD question...
First, after you enter the 1099-R, you should see "Did [name] inherit the IRA from [name]"?
The next screen should be "About this Retirement Account", which will ask about the RMD.
No matter what you answer, the next screen should be "Transfer to Charity?" where you would enter the amount of the trustee to trustee transfer from your retirement account to the charity.
Are you saying that this is not what you see? I suppose the conversation could vary slightly based on the product used. I am using TurboTax Home & Business (the CD/download version).
**Say "Thanks" by clicking the thumb icon in a post
**Mark the post that answers your question by clicking on "Mark as Best Answer"
