dmertz
Level 15

Deductions & credits

I assume that you mean that the amount of the QCD is included in boxes 1 and 2a of the Form 1099-R but the Form 1099-R does not break out the amount that is QCD (which is proper reporting by the payer).

 

After you enter the code 7 Form 1099-R with the IRA/SEP/SIMPLE box marked, TurboTax asks how much was transferred to charity.  However, for those with a birthdate between July 1, 1949 and June 30, 1950, 2020 TurboTax presently (now version R16.1) has a bug the prevents it from asking the necessary question regard transfer of the distribution to charity. As a workaround for this, with the CD/download version you can provide the QCD-amount information on the 1099-R in forms mode or in any version of TurboTax you can temporarily change your birthdate in TurboTax to something before July 1, 1949, edit the 1099-R form in TurboTax and answer the question asking how much was transferred to charity, then change your birthdate back in TurboTax back to your actual birthdate.