CJP5
New Member

Form 5329 Mistake

My Form 5329 incorrectly shows a Federal tax due for a qualified charitable distribution (QCD) from my IRA. The QCD is correctly interpreted on lines 4a and 4b of my 1040 (IRA distributions and taxable amounts) from information on Form 1099-R for my IRA. However, Form 5329 shows a Federal tax due on the QCD amount. This must result from a mistake by Turbotax.