MarilynG1
Expert Alumni

Deductions & credits

When you enter your 1099-R into, TurboTax asks if 'all of part of this distribution was RMD'.  Say 'all of this distribution was RMD', even if it was not.  The IRS does not know or care what your RMD is supposed to be; your Plan Administrator is responsible for issuing you the proper RMD amount each year.

 

Continue, and you will get a screen asking 'did you transfer some or all of this distribution to charity?'.  Say YES and enter the amount.  Screenshots from both TurboTax Online and TurboTax Desktop are below.  You will not get the QCD question if you don't indicate that your distribution was RMD. 

 

@Pat-ma 

 

 

 

 

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