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Retirement tax questions
@Tom513 , that's incorrect. Read the TIP on page 1 of the Instructions for Form 1099-R which says the exactly the opposite.
Entering a zero in box 2a of a Form 1099-R reporting a QCD from a traditional IRA is not how you indicate that the distribution is not includible in income. Indicating that the distribution was transferred to charity is indicated by explicitly telling TurboTax that some or all of the distribution was transferred to charity.
A zero entered in box 2a of TurboTax's 1099-R form when box 7 has code 7 and the IRA/SEP/SIMPLE box is marked has only one special meaning in TurboTax. Doing so is how you indicate to TurboTax that the distribution is a nontaxable distribution of an excess contribution when the distribution is made after the due date of the tax return (including extensions) and causes TurboTax to prompt the use to enter the required explanation of this distribution..