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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:
- Click Wage & Income
- Click Edit beside IRA, 401(k), Pensions Plan Withdrawals (1099-R)
- Click Review beside 1099-R
- Verify who the 1099-R belongs to
- Verify payer and address information
- Under Enter your 1099-R details from the Payer screen, verify if a check mark is in box IRS/Simple/SEP box
- 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.
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‎February 6, 2023
6:53 AM