VolvoGirl
Level 15
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Deductions & credits

Sorry but you do enter the QCD under the 1099R entry.

 

After you enter form 1099-R keep going.   If you have entered a birth date which makes you older than 70 1/2  there will be a page that asks Do any of these situations apply? Midway down is Were any of these funds sent directly to a charity?   Then it will ask for the amount.

 

The code in box 7 of form 1099-R must be 7 (or new code Y) and the little IRA/SEP/SIMPLE box must be checked.  A IRA QCD should be 0 taxable on 1040 line 4b and the QCD box checked.  Unless you have other 1099R taxable amounts on 4b.  You can’t do a QCD from a 401K.

 

For QCD there is a new checkbox on the 1040 line 4.   

4a is the amount of the IRA distribution.   

4b is the taxable amount.   

4c has 3 checkboxes.  Checkbox 2 is for QCD.   

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