After you have entered or reviewed the 1099R input screens, you will see a screen for Uncommon Situations. The 4th situation down asks the question if you transferred all or part of this money directly to charity. Make sure that box is checked. Review the My Info tab to insure your birthdate entered is correct. Additionally:
- If you are over 70 1/2 (a requirement to make a QCD), the program asks during the IRA portion of the interview whether a portion was a QCD.
- Make sure the IRA/SEP/SIMPLE box to the right of Box 7 is checked.
- The TT Income Summary just lists the gross numbers, and is only FYI. Look at your actual tax return. Also note that not all states recognize QCD's, so you may still owe State taxes.
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