SamS1
Expert Alumni

Retirement tax questions

Are you using TurboTax Desktop?  You will not see that screen in TurboTax Desktop.  If you are using TurboTax Online, the screen should be right after you input your 1099R data.  Check your birthdate in your "My Info" to make sure it is correct.  If you are younger than 72, you might try changing your age to reflect you 72, complete the 1099R QCD screens, then change your age back.

 

In TurboTax Desktop, you will see this screen after you input your 1099R and continue.