Deductions & credits

See the Online screen shots that employee MarilynG1 posted
https://ttlc.intuit.com/community/after-you-file/discussion/re-qcd/01/3186042#M732644

 

After you enter the 1099R keep going. One of the next screens will ask Transfer to Charity? Did you ask the Trustee to transfer all or part of this distribution of $5,000 to a qualified charitable organization?

Then do NOT enter it again under Deductions & Credits.


To qualify as a QCD, the distribution must have taken place DIRECTLY from the account trustee to the charity. It's ok for them to send you a check made out to the Charity that you then mail to the Charity. Withdrawing funds and then making your own contribution to a charity DOES NOT qualify as a QCD. If that was done, then you have a potentially taxable distribution and a potentially deductible charitable contribution.