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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:
- Login to your TurboTax Account
- Click on "Search" on the top right and type “1099-R”
- Click on “Jump to 1099-R” and enter your 1099-R
- On the "Do any of these situations apply to you?" screen select "I transferred all or part of this money directly to charity"
- Enter how much your transferred to charity
In TurboTax Desktop:
- Click on "Search" on the top right and type “1099-R”
- Click on “Jump to 1099-R” and enter your 1099-R
- Answer the "Transfer to Charity" screen
Please see What is a Qualified Charitable Distribution? for additional information.
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March 18, 2025
12:56 PM
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