There is a know issue with this on TurboTax. If you are less than 72 years of age, follow the instructions below to be able to enter the Qualified Charitable Donation.
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 in TurboTax back to your actual birthdate.
This is due to TurboTax implementing the new IRA RMD age from 70 1/2 to 72, but overlooking that the 70 1/2 age for the QCD did not change. The TurboTax QCD question is tied to the RMD question so if you don't get the RMD question you will not get the QCD question either. This should be fixed in a future update - no telling when, but there is no downside to the workaround as long as the correct DOB is changed back after entering the QCD.
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