This is the best way to enter each 1099-R. Just remember when you enter these all, you must check IRA/SIMPLE/SEP box for each of the 1099's.
- log into turbo tax
- Go to federal>income and expenses
- Retirement plans and Social Security>show more
- Ira (401K), pension plan Withdrawals(1099R) Start
- After entering your 1099R you will scroll through several screens until you reach a screen that says Tell us if any of these uncommon situations apply
- Here you will indicate I transferred all or part of this money directly to charity
Note: You are only eligible to do this if you turned 70 1/2 during the year and would normally need to take a RMD situation. If you are younger than 70 1/2, this option will not appear in the uncommon situation screen.
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