DanaB27
Expert Alumni

Retirement tax questions

Please follow these steps to enter your 1099-R and QCD:

  1. Login to your TurboTax Account 
  2. Click on the Search box on the top and type “1099-R”
  3. Click on “Jump to 1099-R” and enter your 1099-R
  4. Continue until the "Do any of these situations apply to you?" screen and select "I transferred all or part of this money directly to charity"
  5. Continue through the questions

 

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