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Retirement tax questions
The Qualified Charitable contribution (QCD) only comes from an IRA or an inactive SEP or Simple Plan. Therefore the usual oversight is when entering your 1099R the box 7 "IRA/SEP/Simple" box should be checked.
Once that box is checked, and assuming your age on your return indicates age 701/2 or higher, and after entering the 1099-R form information, you will arrive at a page titled "Do any of these situations apply to you?"
On that page you will find/select "I transferred all or part of this money to a charity." On the next page you will enter the amount.
Tip: You may need to delete the form 1099R and re-enter the form information in TurboTax.
For more information see this IRS FAQ or IRS Publication 590.
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‎January 17, 2022
12:59 PM
14,857 Views