Retirement tax questions

You have to be at least age 70 1/2 for the QCD reported on the tax return and the distribution was from an IRA.

 

Assuming you are using the TurboTax desktop editions, click on Forms.  When in Forms mode open the Form 1099-R.  Scroll down the form until you are in the Qualified Charitable Distribution section.  Enter the QCD amount.  This will enter QCD on the Form 1040 Line 4b.

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