dmertz
Level 15

Retirement tax questions

If your birthdate is before 1949, the aforementioned TurboTax bug has nothing to do with why you are not seeing the question asking if the distribution was transferred to charity.  QCDs can only be made from IRAs, not from other types of retirement accounts, so if the Form 1099-R that you received from the payer does not have the IRA/SEP/SIMPLE box marked, the amount transferred to charity does not qualify as a QCD and must instead be claimed as a charitable deduction on Schedule A or, if you do not itemize, up to $300 of this contribution claimed on Form 1040 line 10b.  If the IRA/SEP/SIMPLE box is marked on the Form 1099-R provided to you by the payer, make sure that you have that box marked on TurboTax's 1099-R form.