Retirement tax questions
If you are using the desktop version, you could but I would not recommend. Overrides are only available in the desktop versions, and by doing so revokes the TurboTax accuracy guarantee. It also prevents e-filing as well.
To reach to the screen asking about the charity, here are the steps:
In TurboTax online,
- Sign in to your account, follow prompts
- From the upper right menu, select Search and type in 1099r and Enter
- Select the Jump to 1099r
- Follow prompts
- On screen, Tell us if any of these uncommon situations apply, make your selection. See image
- Follow prompts, next screen, How much did XXX transfer directly to charity? See image
If you are still unable to resolve it, you may want to consider our TurboTaxLive ( Under Real tax experts help
or do it for you) product line to file your 2020 taxes. Once you complete your taxes, before you file, you’ll be given the option for a final review of your return by one of our tax professionals. They should be able to walk you through the process to locate the IRA charity screens.
Here are the details:
