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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:
- On the Transfer to Charity screen, mark the radio button that you had part of this distribution transferred to charity and click Continue.
- Enter the charitable portion on the next screen.
- The next screen, Qualified Charitable Distribution (QCD), will confirm your charitable distribution.
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‎June 1, 2019
9:11 AM