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Retirement tax questions
First of all line 4a is on your actual 1040 tax return not the 1099R. After you enter the 1099R keep going. One of the next screens will ask Transfer to Charity? Did you ask the Trustee to transfer all or part of this distribution of $xxx to a qualified charitable organization?
Then do NOT enter it again under Deductions & Credits.
‎February 21, 2025
11:44 AM