DanaB27
Expert Alumni

Retirement tax questions

Are you asking about qualified charitable distribution (QCD)?

 

If yes, then please follow the steps below:

 

  1. Login to your TurboTax Account 
  2. Click on the "Search" on the top and type “1099-R” 
  3. Click on “Jump to 1099-R” and enter all your information (make sure the IRA box is checked)
  4. Continue until "Tell us if any of these uncommon situations apply" screen and check "I transferred all or part of this money directly to charity"
  5. Continue through the questions

 

Please see What is a Qualified Charitable Distribution? for additional information.

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