Last year, I rolled over some money from my 401K to a Rollover IRA. A few days later, I called the company handling my IRA and had a QCD check sent directly to a charity (local church) for the full amount that I had moved to the IRA. The church received the check and all seemed to work fine. In late January, I received a 1099-R from the company with Distribution Code G and a blank IRA/SEP/SIMPLE box.
I entered my deductions into TurboTax Premier but did not include the QCD in the deductions for the charity. I entered the 1099-R exactly as printed on the form. TurboTax did not ask any questions about QCD. The taxable amount (box 2a on the 1099-R) was $0.00. All of this information shows up on Form 1040 on line 5a and 5b with the word ROLLOVER showing. The QCD isn't being taxed but the QCD is supposed to show up in line 4a and 4b of Form 1040 per IRS instructions (https://www.irs.gov/instructions/i1040gi).
I tried updating the Qualified Charitable Distribution on the TurboTax Form 1099-R with the amount. When I do that, TurboTax says there is an error when I run Smart Check.
How am I supposed to enter the QCD amount so that it shows up in line 4a and 4b on Form 1040?
