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Retirement tax questions
Follow these steps to report Qualified Charitable Distribution from RMD reported on an IRS form 1099-R:
- Down the left side of the screen, click on Federal.
- Down the left side of the screen click on Wages & income.
- Scroll down to Retirement Plans and Social Security. Click Show more.
- Click Start / Revisit to the right of IRA 401K Pension Plan Withdrawals.
- At the screen Did you get a 1099-R, click Yes.
- Enter the 1099-R information
- At the screen Where is your distribution from?, select Other distribution.
- At the screen Do any of these situations apply to you?, select I transferred all or part of this money directly to charity.
See also this TurboTax Help.
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March 23, 2023
8:35 AM