@lcfishes wrote:
On my Turbo Tax there is no mention on my version where to enter my QCD info to enter on the form!
zip…nothing…and very confusing too. I’ll never use TurboTax again. I called in and Dana replied. She didn’t have an answer after 15-20 minutes. She then said she would forward me to a tax deduction expert. At that time, I was informed that I had to pay more for that kind of help.
totally a scam! And blackmail to boot. Never again!!!!
Larry Carr
Westerville Ohio
Are you age 72 or older? Did you check the box on the Form 1099-R to indicate the funds were from an IRA/SEP/SIMPLE account? What code did you enter in box 7? Was it a 7?
If the above is all true then the TurboTax software would have asked if the distribution was for a QCD.
Check your entries and if all are correct and you are not being asked about the QCD then delete the Form 1099-R and re-enter the form manually.
Hundreds of other users have filed a Form 1099-R and successfully completed entry for a QCD.
