Retirement tax questions

Please follow these steps to enter your Form 1099-R and qualified charitable distribution (QCD):

1. Login to your TurboTax Account 
2. Click on the "Search" on the top and type “1099-R” 
3. Click on “Jump to 1099-R” and enter all your information (make sure the IRA box is checked)
4. 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"
5. Continue through the questions

or

1. Click "Wages & Income" (under Federal) on the left
2. Scroll down and click "Show more" next to "Retirement Plans and Social Security"
3. Scroll down and click "Start" next to "IRA, 401(k), Pension Plan (1099-R)"
4. Enter all your Form 1099-R information (make sure the IRA box is checked)
5. 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"
6. Continue through the questions