To clarify, how did you report the QCD? Did you report it directly from the 1099R and did the program ask if you donated any of this to charity? This is how you would report this as a QCD to declare this income as non-taxable. Also check to see if you marked the box in the 1099R indicating this is a IRA/SEP/SIMPLE. Just an FYI, you would not enter this as a donation in Charitable Deductions in the deductions and credits section in your return if you tried to enter it here.
If you were expecting an additional tax benefit from this QCD, there is none. Please read this IRS link for further clarification. It states that Transferred amounts are not taxable, but no deduction is available for the transfer.
Also, your IRA conversion to a Roth is a taxable event. On the conversion, you are converting a traditional IRA that was pre-taxed and converting it to a tax-free account. i don't know if this principle is related to this issue but if you found that you either owe taxes or receive a smaller refund, this is the reason why. Otherwise, i can't think of any reason why Turbo Tax couldn't handled this transaction.
Please don't hesitate to write back if you need to.
@7lchris
**Say "Thanks" by clicking the thumb icon in a post
**Mark the post that answers your question by clicking on "Mark as Best Answer"
