Retirement tax questions

You will be able to indicate that the amount of the IRA withdrawal was for QCD in the section for reporting a Form 1099-R.

You can still file your tax return as Married Filing Jointly.  The QCD does not affect your filing status.

 

The 2024 TurboTax desktop editions will have the section for entering a Form 1099-R available on 01/11/2025.

 

To enter, edit or delete a form 1099-R -

Click on Federal Taxes (Personal using Home and Business)
Click on Wages and Income (Personal Income using Home and Business)
Click on I'll choose what I work on (if shown)
Scroll down to Retirement Plans and Social Security
On IRA, 401(k), Pension Plan Withdrawals (1099-R), click the start or update button

 

Or enter 1099-r in the Search box located in the upper right of the program screen. Click on Jump to 1099-R