You will enter your Form 1099-R exactly as shown on the Form (enter the amount from box 2a into field 2a in TurboTax). Please follow these steps to enter your Qualified Charitable Distributions (QCD):
- Login to your TurboTax Account
- Click on the "Search" on the top and type “1099-R”
- Click on “Jump to 1099-R” and enter all your information as shown on your Form 1099-R (make sure the IRA box is checked) on the "Enter your 1099-R details" screen
- Continue until "Tell us if any of these uncommon situations apply" screen and check "I transferred all or part of this money directly to charity"
- Continue through the questions
Please be aware, you must be age 70-1/2 or older at the time the distribution is made to QCD.
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