@dmertz wrote:
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
I haven't actually run through this scenario yet in TT but will for tax year 2024. Just thinking ahead before I actually turn 70½ (which is approaching much too soon). My box 7 has code 4 (Death) because it's an inherited IRA from which I have been obliged to take RMDs for years. Will code 4 still trigger the question?
