MarilynG1
Employee Tax Expert

Retirement tax questions

When you enter your 1099-R, one of the screens asks 'was this withdrawal an RMD', then another asks 'Transfer to Charity?'.

 

If you missed these on your original entry, you could delete your 1099-R and re-enter it to get those screens to come up for you.

 

Click this link for info on Qualified Charitable Deductions on 1099-R.

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