Retirement tax questions
Yes, there is a way to enter your QCD but you are going to need this workaround so tha Turbo Tax will recognize this as a Qualified Charity Distribution.
- After logging into Turbo Tax, go to MY INFO and change your birthdate to 05/31/1948.
- After you do that go to federal>income and expenses>
- Retirement plans and Social Security>show more
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Ira (401K), pension plan Withdrawals(1099R)>revisit
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After you select to review your 1099-R, scroll through the next few screens until you arrive at a screen entitled Tell us if any of these uncommon situations apply>I transferred all or part of this money directly to charity
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After you have enter the QCD information in Turbo Tax, go back to MY INFO and change your birthday to 05/31/1950.
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I have included a screenshot what this looks like once you change the birthdate to 05/31/1948.
