dmertz
Level 15

Retirement tax questions

If you have a birthdate between July 1, 1949 and June 30, 1950, 2020 TurboTax presently (now version R18) has a bug the prevents it from asking the necessary question regarding transfer of the distribution to charity. As a workaround for this, with the CD/download version you can provide the QCD-amount information on the 1099-R in forms mode or in any version of TurboTax you can temporarily change your birthdate in TurboTax to something before July 1, 1949, edit the 1099-R form in TurboTax and answer the question asking how much was transferred to charity, then change your birthdate back in TurboTax back to your actual birthdate.

 

Otherwise, if you are using the online version of TurboTax, make sure that on TurboTax's be sure to mark the IRA/SEP/SIMPL box to agree with the marking on the form provided by the payer and then on the Tell us if any of these uncommon situations apply page mark the box to indicate I transferred all or part of this money directly to charity.