BillM223
Expert Alumni

Retirement tax questions

Yes, you need to enter the 1099-R for this distribution.

 

Because of your age, after you enter the numbers for the 1099-R, TurboTax will ask you some questions; one of which will be (more or less) did you have the IRA administrator send any of this money to a charity?

 

When you are finished with these questions, the QCD (Qualified Charitable Distribution) will be handled on your return.

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