If you are not getting to the charitable distribution questions in your Interview, you may need to delete the Form 1099-R you import and manually enter the information.
When you transfer part of your IRA distribution to a charity as a Qualified Charitable Distribution (QCD), TurboTax will take your age into account and determine if you qualify to make a QCD. After you enter the information from your Form 1099-R which reports the distribution there will be some follow-up questions. One of those questions will be if the distribution was transferred to a qualified charitable organization. You can choose either all, part, or none of the distribution that was transferred. This will take care of reporting the distribution correctly on your return.
Then, on your actual Form 1040, line 4a will include the amount of your distribution, line 4b will show any taxable amount ($0 if the entire distribution was transferred to the charitable organization), and the designation QCD will be shown on that line as well.
To Delete the Form that was imported, please follow these steps:
Follow these steps to delete your 1099-R in TurboTax.
- Open (continue) your return if you don't already have it open.
- Search for 1099-R and select the Jump to link in the search results.
- This will take you to the Review your 1099-R info screen.
- Select the trash can next to your 1099-R and then answer Yes.
Once you delete the form log out and clear the cache before logging back in and entering the Form manually.
Use the following steps to get started entering your Form 1099-R that reports the distribution from your IRA:
- Go to federal>wages and income>all income
- Retirement plans and Social Security>show more
- Ira (401K), pension plan Withdrawals(1099R) Start
- Navigate through this entire section. Once you entered the 1099R and reach a summary page, do not stop but press continues at the bottom of the screen. Once there, there will be more questions to answer with questions pertaining to your RMD.
See the link on how to Clear the Cache below:
How to Clear Cache
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