BrittanyS
Expert Alumni

Deductions & credits

The question about charity contributions will only show up if you are 70 1/2 or older and marked the IRA/Simple/SEP box.  To check this in TurboTax, follow these instructions:

 

  1. Click Wage & Income 
  2. Click Edit/Add next to IRA, 401(k), Pension Plan Withdrawals (1099-R)
  3. Click Review next to 1099-R
  4. Continue to the Enter your 1099-R screen, and verify if box IRS/Simple/SEP box is checked
  5. The "I transferred all or part of this money directly to charity" will be available under the "Do any of these situations apply to you?" section.  

Here is a screenshot of what the screen will look like:

 

@drfleming99 

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