DanaB27
Expert Alumni

Retirement tax questions

Did you enter in the follow up questions the amount that went to charity? What is the code in box 7?

 

In TurboTax Online:

 

  1. Login to your TurboTax Account 
  2. Click on "Search" on the top right and type “1099-R”
  3. Click on “Jump to 1099-R” and enter your 1099-R
  4. On the "Do any of these situations apply to you?" screen select "I transferred all or part of this money directly to charity"
  5. Enter how much your transferred to charity

 

In TurboTax Desktop:

 

  1. Click on "Search" on the top right and type “1099-R”
  2. Click on “Jump to 1099-R” and enter your 1099-R
  3. Answer the "Transfer to Charity" screen

 

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

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