DawnC
Expert Alumni

Deductions & credits

 

Yes, there is an issue for certain aged taxpayers.   Last year, there was an issue getting the Qualified Charitable Donation questions to appear for those with birthdates between July 1, 1949 and June 30, 1950.   In the 2021 TurboTax version, it has been partially corrected but not entirely.  

 

As a workaround for this, 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 in TurboTax back to your actual birthdate.    

 

@pinball

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