DaveF1006
Employee Tax Expert

Retirement tax questions

Yes you can declare QCD this year for your $800 distribution. After you entered your information, there is a follow-up screen that asks Do any of these situations apply to you? Here you will select I transferred all or part of this money directly to charity.

 

Then in the next screen, you will select None of this withdrawal was a RMD.

 

[Edited 02-25-2021|04:42 PM PST

 

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