dmertz
Level 15

Retirement tax questions

In step-by-step mode, if the birthdate that you enter for yourself (or for your spouse if it's your spouse's QCD) into TurboTax indicates that you were age 70½ or over during the tax year and you enter a Form 1099-R with code 7 in box 7 and the IRA/SEP/SIMPLE box marked, TurboTax will ask if you had any of the distribution transferred to charity.  Entering a nonzero amount will result in TurboTax including the QCD notation next to line 4b on Form 1040.  No explanation should be needed.