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Deductions & credits
IF you were over 70.5 in 2015.
AND IF you directed any part of your RMD to a charity (must have been done by the Account Administrator)
Then Yes, the tax software handles it......BUT, when you enter the 1099-R, you have to carefully answer the questions that follow your main 1099-R form entry...those questions ask about that transfer of part (or all) of that 1099-R distribution to charity. IF you import the 1099-R, then you will have to EDIT it to step thru those questions.
Check your form 1040 carefully to make sure the $$ are not being taxed (lines 15a,b or 16a,b on a form 1040) and that "QCD" is printed next to that line
____________*Answers are correct to the best of my knowledge when posted, but should not be considered to be legal or official tax advice.*
‎June 3, 2019
4:43 PM