Retirement tax questions
Delete the 1099-R and reenter. If you entered your birthdate of 7/2/49, after the 1099-R entry screen you should see the screen Do any of these situations apply to you? [See screenshot below, which was taken in the TurboTax Premier online version.]
If you were born in 1954, you have not yet reached the age of 70-1/2, the age where you can make a Qualified Charitable Contribution (QCD) from your IRA.
