MarilynG1
Expert Alumni

Deductions & credits

@lixeykm The IRS does not require any supporting documentation to be included with your tax return when reporting a QCD.

 

If you are the IRA participant, for TurboTax to ask if any portion of your distribution was transferred to charity, your birthdate entered into TurboTax must indicate that you were 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.

 

Click this link for more info on QCD Distributions.. 

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