IreneS
Intuit Alumni

Deductions & credits

The Form 1099-R from the financial institution will report a regular distribution.  Nothing on this form will indicate that the distribution was transferred to charity. 

You indicate the charitable contribution in the questions that follow the 1099-R entry screen:

  1. On the Transfer to Charity screen, mark the radio button that you had part of this distribution transferred to charity and click Continue
  2. Enter the charitable portion on the next screen.
  3. The next screen, Qualified Charitable Distribution (QCD), will confirm your charitable distribution.


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