dmertz
Level 15

Deductions & credits

The Form 1099-R from the IRA will be entered just like any Form 1099-R that reports a QCD.  After entering the Form 1099-R details, TurboTax will ask if the distribution was paid to a charity.

 

Distributions paid to you from the CGA will be taxable income to you, reported on a Form 1099-R issued by the annuity.  You'll enter this just like any Form 1099-R from an annuity (except that some portion of the distribution might be included in box 3 to be taxed as a capital gain, unique to CGAs).