Irene2805
Expert Alumni

Deductions & credits

You do report the 1099-R for your Qualified Charitable Distribution (QCD), but then you indicate that it was used for a QCD.

 

To do this in TurboTax, please follow these steps:

 

TurboTax CD/Download

  1. Enter the information from your 1099-R and click Continue.
  2. After a few screens, you will see a screen, Transfer to Charity?  
  3. Mark the radio button I had all of this distribution transferred to charity and click Continue.

 

TurboTax Online

  1. Enter the information from your 1099-R and click Continue.
  2. After a few screens, you will see a screen, Tell us if any of these uncommon situations apply.
  3. Mark the box I transferred all or part of this money directly to charity and click Continue.

The income from the 1099-R will not be added to your taxable income.  Keep in mind that you cannot also take a charitable deduction for this same contribution since the distribution was tax free.