BillM223
Expert Alumni

Deductions & credits

What is your birthday? I guess we have to consider the possibility that the issue in tax year 2020 has returned for 2021. If so, please see the workaround described by dmertz above (if you can see it):

 

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For those with a birthdate between July 1, 1949 and June 30, 1950, 2020 TurboTax presently (now version R15.1) has a bug the prevents it from asking the necessary question regard transfer of the distribution to charity. As a workaround for this, with the CD/download version you can provide the QCD-amount information on the 1099-R in forms mode or in any version of TurboTax 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 back in TurboTax back to your actual birthdate.

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Of course, you would need to update this workaround by 1 year.

 

Otherwise, come back and tell us.

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