BTW: The question asked how to report the QCD - so to be a complete answer - enter the 1099-R for the distribution as below. If your age is over 70 1/2 then the interview will ask if this was a RMD and then it will ask if any or all of it was a QCD. Answer yes and enter the amount. That will put the part (or all) of the distribution that was a QCD on line 15a on the 1040 form with "QCD" next to it (line 11a on 1040A) - any taxable portion in excess of the QCD would be on line 15b or 11b.
Enter a 1099-R here:
Federal Taxes,
Wages & Income
I’ll choose what I work on (if that screen comes up),
Retirement Plans & Social Security,
IRA, 401(k), Pension Plan Withdrawals (1099-R).
OR Use the "Tools" menu (if online version under My Account) and then "Search Topics" for "1099-R" which will take you to the same place.
Be sure to choose which spouse the 1099-R is for if this is a joint tax return.
Be sure to pick the correct 1099-R type: Standard 1099-R, CSA-1099-R, CSF-1099-R, RRB-1099-R.
[NOTE: When you get to the "Your 1099-R Entries" screen where you can add another 1099-R, use "continue" to keep going as there are additional interview questions after that screen in most cases. You can always return as shown above.]
**Disclaimer: This post is for discussion purposes only and is NOT tax advice. The author takes no responsibility for the accuracy of any information in this post.**
