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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:
- Click Wage & Income
- Click Edit/Add next to IRA, 401(k), Pension Plan Withdrawals (1099-R)
- Click Review next to 1099-R
- Continue to the Enter your 1099-R screen, and verify if box IRS/Simple/SEP box is checked
- 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:
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‎February 7, 2023
5:57 AM