BrittanyS
Expert Alumni

Business & farm

The questions for "I transferred all or part of this money directly to a charity" will only show up if your birthday reflects you are 70 1/2 for the tax year 1099 was received and the "IRS/SIMPLE/SEP" box is checked.  To verify the box is checked, follow these steps:

 

  1. Click Wage & Income
  2. Click Edit beside IRA, 401(k), Pensions Plan Withdrawals (1099-R)
  3. Click Review beside 1099-R
  4. Verify who the 1099-R belongs to
  5. Verify payer and address information
  6. Under Enter your 1099-R details from the Payer screen, verify if a check mark is in box IRS/Simple/SEP box
  7. You will receive a message, Do any of these situations apply to you?  You will mark, I transferred all or part of this money to a charity

Here is a screenshot.

 

@ssJacorD73 

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