JamesG1
Expert Alumni

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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