PattiF
Expert Alumni

Deductions & credits

Here are the steps that worked in the Desktop version just now:

  • Enter the information on the 1099-R, Box 7, Code &, IRA box checked, Continue
  • Did you inherit the IRA, No, Continue
  • Was this withdrawal an RMD for 2021? Yes; Tell us how much of the $5000 Pippi received applies to the RMD that needs to be taken out, All of this was RMD, Continue
  • Transfer to Charity? Did Pippi ask the trustee to transfer all or part ... to a qualified charitable organization?
  • Check the box for all or part of this was transferred to charity.

Done.

@srtrost 

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