Thanks for the reply. Yes, I turned 70 & 1/2 last year before I did my QCD. I waited a few weeks past that day to initiate the IRA rollover. But TurboTax doesn't ask me any questions after entering the 1099-R information. I read some of last years problems with RMDs and I went in and changed my birth date to be 4 years earlier but that didn't make any difference. I have changed my birth date back to the correct date.
Per the instruction on the IRS website (https://www.irs.gov/instructions/i1040gi), "Exception 3. If all or part of the distribution is a qualified charitable distribution (QCD), enter the total distribution on line 4a. If the total amount distributed is a QCD, enter -0- on line 4b. If only part of the distribution is a QCD, enter the part that is not a QCD on line 4b unless Exception 2 applies to that part. Enter “QCD” next to line 4b." So I believe that my QCD is supposed to show up on line 4 of Form 1040.
You mentioned entering the QCD in Schedule A. Where? As part of "Gifts to Charity"? I don't think that would be right. Then the QCD would be considered as a deduction.
