Retirement tax questions

@KarlJ It depends.  In your Turbo Tax Online. Enter your QCD in accordance with the following instructions given by AnnetteB6 in the following Turbo Tax link.. 

When you transfer part of your IRA distribution to a charity as a Qualified Charitable Distribution (QCD), TurboTax will take your age into account and determine if you qualify to make a QCD.  After you enter the information from your Form 1099-R which reports the distribution there will be some follow-up questions.  One of those questions will be if the distribution was transferred to a qualified charitable organization.  You can choose either all, part, or none of the distribution was transferred.  This will take care of reporting the distribution correctly on your return.

Then, on your actual Form 1040, line 4a will include the amount of your distribution and line 4b will show any taxable amount ($0 if the entire distribution was transferred to the charitable organization) and the designation QCD will be shown on that line as well.

Use the following steps to get started entering your Form 1099-R that reports the distribution from your IRA:

1. To report a QCD in TurboTax, enter the Form 1099-R under Wages & Income -> Retirement Plans and Social Security -> IRA, 401(k), Pension Plan Withdrawals (1099-R).  
2. In the follow-up indicate that some or all of the distribution was transferred to charity.  TurboTax will include the entire amount on Form 1040 line 15a of Form 1040 line 11a but will exclude the QCD amount from the amount on line 15b or 11b.  TurboTax will include the notation "QCD" next to the line.
3. Let me know if this works.